Archive for June, 2013


25
Jun

Tuesday Morning Bounce

Market Sentiment Watch:  China seeks to calm liquidity fears. On days like yesterday, we mostly sit on our hands and occassionally nibble on things we like that are being punted by people exiting the group or the market in general. We are not punting. In energy land, coal names have been and will continue to […]


24
Jun

Monday Morning

    Market Sentiment Watch:  China growth worries hitting global markets and U.S. equity futures this morning as Goldman cuts its Chinese growth estimate to 7.5% for the year. Likely a wild week as we look to close out the second quarter. There's no economic data today but we get quite a load of housing data […]


22
Jun

Wrap – Week Ended 6/21/13

Comments will be included in the Monday post.  The Trade Blotter is updated.   


21
Jun

Friday Morning Breather – Natural Gas Inventory Review, EPL, NFX, REXX

  Market Sentiment Watch:  Yesterday wasn't the end of the world and I feel fine (comment we made a month ago, also after Ben spoke on the possibility of tapering).  Today should be fairly quiet with little news flow to speak of an option expiry miring stock prices. In today's post please find comments on the natural […]


20
Jun

Thursday Morning Pullback

  Market Sentiment Watch: China PMI has markets on edge today in the wake of Fed commetns yesterday. Bernanke's speech brought with it the usual amount of trepidation over tapering and subsequent tightening no matter how plainly Ben tried to speak his mind on the subject. In a nutshell Ben said 1) housing was a drag but now it's […]

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