Archive for June, 2013


30
Jun

Sunday to Tuesday Vacation Post

This week is usually one of the slowest of the trading year and so we're on the road, spending a little quality time with the interns through Tuesday. I'll be brief but here will check in from time to time both days.  We'll have the Natural Gas Supply (production plus imports) and Demand slide shows in the Wednesday […]


28
Jun

Wrap – Week Ended 06/28/13

Comments will be included in the Monday post in the The Week That Was Section. 


28
Jun

Friday Morning

  Market Sentiment Watch: Last day of the quarter, elevated volatility likely. Last Thursday we wrote that the markets were over-reacting to Bernanke's comments on tapering. The market continued to sell off through the end of the week but has bounced since as multiple Fed officials and big league names (CEO of Goldman yesterday) agreed. […]


27
Jun

Thursday Morning – Oil Review Plus Gas Preview Plus SSN

  Market Sentiment Watch: GDP revised lower yesterday and the kneejerk reaction was to rally. Pretty telling what this light volume summer market wants … more stimulus status quo. Personally we'd like to see more well rounded growth in the economy (not just housing but also services and manufacturing) but that growth, like the end of […]


26
Jun

Wednesday Morning – Oil Preview Plus A Number of Odds and Ends

Market Sentiment Watch: Quiet day on tap with futures pointing to another bounce but the third 1Q13 GDP revision showed a substantial drop which sets the bar fairly low for the 2Q number we will get next month. We're largely invested and for the most part sitting on our hands at the moment, waiting for a […]

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