Archive for the 'hk' Category


30
Jun

Tuesday Morning – HK

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. . Market Sentiment Watch: All eyes remain on Greece with futures propped by hopes over a last minute deal.  Window dressing impact should dry up in the group as we head to quarter end today. In today's post please find comments on HK, an updated set of Orange Charts, and  some other odds and ends.  Ecodata Watch: We get […]


06
May

Wednesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Busy day, let's get to it.  In today's post please find comments on a long list of names reporting 1Q15 results. Please note due to time constraints, some of our comments will be a little more bullet point oriented than usual.  Ecodata Watch: We get ADP employment at 8:15 am EST (no […]


21
Apr

Tuesday Morning

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. . Market Sentiment Watch: Slow news day on the economic data front. In energyland we expect to continue to get pre-announced 1Q15 volumes in advance of the heart of earnings season along with operations updates and the ongoing mark to market from the sellside. On average we don't see any of these items really rocking the […]


26
Feb

Thursday Morning – Earnings Avalanche

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. . Market Sentiment Watch:  NFX wins best call of the season to date with 4Q call yesterday.  Who would have thought you could take the same disciplined approach for several years straight and yet go from goat to hero in the eyes of so many who didn't get it back then, especially now, with prices […]


17
Feb

Tuesday Morning

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. . Market Sentiment Watch: Ukraine and Greece in the market's focus today. In energyland, E&P earnings season starts to get a lot busier this week (please see the Energy Calendar Week 5 in the Stuff section below). In today's post please find The Week That Was, comments on HK, RICE, and a few other odds and ends.  Ecodata Watch: We […]

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