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Market Sentiment Watch: Aussie rate cut and German goods orders buoy and otherwise somewhat bored looking (no really good ecodata until later in the week) U.S. market. Another very busy day in energy earnings today. In the post please find quarterly comments from a half dozen names of interest including a blow out quarter from EOG and a [...]
Market Sentiment Watch: Futures off slightly after "as expected" election results. All eyes to refocus on the economy and the fiscal cliff after weeks of poll watching. In energy land I have already seen doom and gloom stories about coming heavy handed regulation for the sector in general. To a limited extent I agree [...]
Market Sentiment Watch: Still very little in the way of economic data today and so the market drifts, higher, which is a bit of a change from the last few months were no data meant a wholly unsupported day (granted this is likely noise and its only really the second day of this action [...]
Market Sentiment Watch: YoYo market settling in as Greece rumors continue to roil global equity and commodity markets on an every few hours basis. Informal EU summit tonight should provide rumors galore today. I have plenty of confidence in the names in the ZLT but the market back drop remains un-compelling for additions at [...]
Market Sentiment Watch: European (Greek) news again in charge of world and U.S. futures. In today's post please find comments on a number of 1Q12 reports including OAS (strong with best in show EBITDA/BOE this quarter) and GDP (light on volumes due to well hookup timing and the lumpiness of pad drilling and completions), [...]
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