Archive for July, 2013


31
Jul

Wednesday Morning

Market Sentiment Watch: Markets and energy groups continue to largely tread water ahead of the rest of this week's data and the Fed announcement. The market is casting a somewhat fearful eye towards Friday's payrolls number and our sense would be that given the recent run in the S&P a goldilocks type number is needed […]


30
Jul

Tuesday Morning – Back To 2Q13 Earnings

Market Sentiment Watch:  Market still eying a raft of economic data later this week and treading water in front of it. Call it noise before the storm of data, both from the U.S. and China and also before the parsing of the text that comes tomorrow with the FOMC announcmement. After a couple of modest red […]


29
Jul

Monday Morning

    Market Sentiment Watch:  Huge week on the economic data/ news front all week long with the FOMC statement mid week and Nonfarm payrolls on Friday. In energyland we are in the heary of earnings season with a number of our owned E&P names reporting this week and more names that we care about providing […]


27
Jul

Wrap – Week Ended 7/26/13 (In Progress)

Most comments will be in the Monday post but we'll highlight a couple of items from the table below later today. 


26
Jul

T.G.I.F.

  Market Sentiment Watch:  Several gassy names (stalwarts) hitting all time or at least cycle highs yesterday as COG, RRC, and EQT reported record results and despite a current lackluster demand environment so far this summer for natural gas. We have been slowly inching up or natural gas exposure in both stalwart and midcap gassy […]

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