Archive for the 'hk' Category


15
Oct

Wednesday Morning

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. . Market Sentiment Watch: Extreme energy group nervousness continues. In energy land yesterday, we saw more of what we have come to expect from October as fairly indiscriminate selling in the E&P and Oil Service spaces continued as oil retreated further on apparent OPEC complacence. We continue to largely sit on our hands awaiting the sideways trade that will […]


12
Sep

Friday post 2

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. .   Market Sentiment Watch: Yoyo market in progress.  In today's post please find the natural gas inventory slide show (bigger than expected injection adds noise to the noise) and some comments and a fresh cheat sheet on HK. Apologies for the short post, we've been without internet access for several hours now and am transmitting over a […]


31
Jul

Thursday Morning – Lots More 2Q14 Earnings

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. . Market Sentiment Watch: Most eyes on Payrolls tomorrow after a weak showing by ADP yesterday. Argentina defaulted last night so that's on the market's mind as well.   In today's post please find the oil inventory review, the natural gas inventory preview, comments on 2Q14 reports from HK (volume based beat with upped guidance), […]


09
Jun

Monday Morning

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Market Sentiment Watch: Slower week on the economic data front as we head on into the slower days of summer.  Expecting group news flow to remain elevated for the next two to three weeks as companies release late quarter operations update before going quiet in preparation for their 2Q14 releases. In today's post please find comments on The […]


08
May

Thursday Morning – A Lot More E&P Earnings

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. . Market Sentiment Watch: Another busy one ahead. Next week, when earnings reports drop to just 2 or 3 per day that we care about look for us to start running the sbu groups with mini-valuation tables before the bigger Bakken Players style piece updates roll out.   In today's post please find comments on the […]

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