30
Apr
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 [...]
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Posted in CXPO, Uncategorized | 138 Comments »
08
Nov
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 [...]
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Posted in CLR, CXPO, ftk, hk, MPO, nog, oas, rose, Uncategorized | 136 Comments »
26
Jun
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 [...]
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Posted in Bakken Update, CXPO, exxi, swn, Uncategorized | 174 Comments »
10
May
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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Posted in CXPO, ftk, LPI, Uncategorized | 150 Comments »
08
Feb
Market Sentiment Watch: Greece remains on the brink of either a deal to prolong the inevitable or just the inevitable. Markets seem to be betting on more kick the can but its hard to say that they have any real insight given the lazy trading pattern we’ve fallen into. Energy stocks continue to outperform but [...]
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Posted in CXPO, kog, Uncategorized, whx | 144 Comments »