Archive for the 'EPL' Category


12
Mar

Merger Wednesday

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. . Market Sentiment Watch: Nervous market.  In energyland the long expected retreat below $100 oil (a place we should not have been) is causing some profit taking even as OPEC continues to inch up their thoughts on 2014 global oil demand.  We're opportunistically adding into the weakness (see blotter, see Holdings Watch). In today's […]


06
Jan

Monday Morning

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. .    Market Sentiment Watch: Look for a volatile first full week to the new year as we get key manufacturing data followed by nonfarm payrolls on Friday. In energy land news flow is still at a trickle but we also expect a marked uptick from the E&P group beginning this week (see recent near […]


02
Jan

Hello 2014

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. . Market Sentiment Watch: Welcome back and welcome to 2014. If you missed our 2013 wrap post please find it here. We expect increased volatility until people settle into the new year—–.  We also expect an almost immediate pick up in energy sector news flow.  Note that we don't get the oil and natural gas inventory […]


21
Jun

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

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  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 […]


07
Mar

Thursday Morning – Variety of Odds and Ends

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      Market Sentiment Watch:  Market should be eying tomorrow's Payrolls report. My sense is the market is at that point in the slightly inclining "L-shaped" recovery (year five now?) where it wants modest improvement in the data without really strong data that will scare the interpreters of future Fed action into an alternate […]

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