Archive for December, 2015


24
Dec

Christmas Eve Thursday

. . Market Sentiment Watch: In energyland, oil and energy stocks rallied on a reversal in crude imports (back to record lows for this week of the year) that yielded an unexpected and large draw on crude inventories (see the Oil Inventory Review section for details). Little in the way of news from the group today or […]


23
Dec

Wednesday Morning

. . Market Sentiment Watch: Holiday like trading in effect with drift in prices as volumes thin. In today's post please find comments on EPE and some other odds and ends. We'll be here today but plan to be away for much of tomorrow's short session (but will post the oil inventory review slide show as usual tomorrow morning and […]


22
Dec

Tuesday Morning

. . Market Sentiment Watch: Energyland continues to see capitulatory style high volume end of year tax loss selling, again not just in the weaker balance sheet names but also in the names that have held up well or relatively well year to date. We'll wait a little longer before conducting further reallocations.  In today's post […]


21
Dec

Monday Morning

. . Market Sentiment Watch: In energyland, we've come through three tough weeks on little company specific news (although news picked up last week) and the ongoing glut commentary in the wake of the do-nothing OPEC meeting. We expect a brief uptick in news flow with some projections for next year and then quiet next week. The […]


20
Dec

Wrap – Week Ended 12/18/15

. . Reallocations to the Shopping List continued last week into weakness.  The Blotter is updated. Questions and comments under The Wrap will be addressed in the Monday post. . Click the link directly below this to … 

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