Archive for the 'hk' Category


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 […]


21
Mar

Friday Morning – Natural Gas Inventory Review Plus SWN, HK

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. .   Market Sentiment Watch: Options expiration, NCAA games, and a dearth of economic releases are likely to make the market a dull boy today.  In today's post please find the natural gas inventory slide show (getting to the end of the biggest withdrawal season on record and the front month is anticipating our rapid rebuild […]


27
Feb

Thursday Morning – Still More Earnings

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. . Market Sentiment Watch: Yellen testimony to be focus although doubtful she offers much new vs her House testimony two weeks ago. Concern over what's going on in Ukraine with regard to Russia and North Korea also likely creeping into futures as well. In energyland it's another really busy day as far as E&P 4Q13 reports […]

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