Archive for the 'EVEP' Category


26
Jun

Wednesday Morning – Oil Preview Plus A Number of Odds and Ends

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Market Sentiment Watch: Quiet day on tap with futures pointing to another bounce but the third 1Q13 GDP revision showed a substantial drop which sets the bar fairly low for the 2Q number we will get next month. We're largely invested and for the most part sitting on our hands at the moment, waiting for a […]


25
Jun

Tuesday Morning Bounce

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Market Sentiment Watch:  China seeks to calm liquidity fears. On days like yesterday, we mostly sit on our hands and occassionally nibble on things we like that are being punted by people exiting the group or the market in general. We are not punting. In energy land, coal names have been and will continue to […]

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