Please read How To Subscribe before proceeding to Google Checkout.
Market Sentiment Watch: The ECB's rate cut lit another fire under the broad market and oil yesterday and today we have much better than expected payrolls numbers (still not great mind you but better than expected) with big upward revisions to the last two months. In energy land, earnings rampage continues. In today's post please find [...]
Market Sentiment Watch: All eyes are on Payrolls after less than tepid ADP numbers suggest a big Friday miss creating a back of the week buyers strike. We have a few options on the table but it's less than 1% of our total holdings in energy so while we may note a certain [...]
Market Sentiment Watch: Fear and margin selling in energy land reached a head yesterday as crude came off with other commodities over softer than expected Chinese and U.S. data. More baby and bathwater type trading action with stops being blown out as soon as chart support was violated was seen across energy from E&P to [...]
Market Sentiment Watch: Bernanke 1, Sequester 0. Some think there will be a patch but the market seems to be paying a lot more attention to Bernanke's comments of an economy that is showing more signs of life. We still see the L-shaped recover but the angle of the bottom stick on the [...]
Market Sentiment Watch: Quieter day in energy-land yesterday and some days of rest are in order with sideways trading for leadership and some catchup in the second tier names (for us these are the gassier non-leader names, leveraged names, lower growth but getting oilier names, and the odd man out Bakken names (like a [...]
Zman’s Energy Brain ~ oil, gas, stocks, etc… is is proudly powered by Wordpress
Navigation Theme by GPS Gazette