Archive for the 'CXPO' Category


Wednesday Morning – Shutdown Day 2

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Market Sentiment Watch: U.S. government remains shuttered but the good news is we get the EIA reports at least this week. Futures are off this morning over growing concern the shut down could linger and more than that, over Treasury Secretary Lew's comments last night that the U.S. is running out of "extraordinary measures" to pay its […]


Tuesday Morning – More 1Q13 Earnings

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  Market Sentiment Watch: Market should start trading with some sense of trepidation in front of Friday's payrolls numbers but it's definitely in "Wall of Worry" mode of late. In today's post please find comments on the quarterly results from VLO (big) and CRK (OK) as well as brief comments on the GLF and ESV quarters […]


Thursday Morning – A Lot More Earnings

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  Market Sentiment Watch: Busy, busy, busy day today. WLL up story STO making $65 bid. Not a lot of rational thinking yesterday with knee jerk selling in energy and in commodities on the U.S. election outcome and European data. In energy land we have earnings overload today. In the post please find comments on […]


Tuesday Morning – Bakken Comments Plus Conference Wrap Day 1

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  Market Sentiment Watch: Slooowly adding to trading positions as the end of 2Q12 window dressing washout plays out (see Holdings Watch below for details). In today's post please find comments on Bakken Players quick update and brief wraps on a number of presentations at the GHS conference yesterday and the table of what to […]


Thursday Morning – Oil Review, Natural Gas Preview Plus More Earnings

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  Market Sentiment Watch: Greece makes payment to lender with lender's money while Spain moves to nationalize one of their largest banks … and the world keeps turning. Looking for a little more market stability before getting aggressive again. Notably natural gas names have begun to notice the recent rally in the strip but words […]

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