Archive for the 'MPO' Category


11
Sep

Wednesday Morning – More Bakken News and Other Stuff

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  Market Sentiment Watch: Syria situation in flux but the pressure seems to be off everyone to take action as President Obama called for a pause to check out the "Russian Solution". In today's post please find comments on the CLR guidance call, the oil inventory preview,  a number of subscriber mailbag responses, and updated ZLT Pie, and […]


06
Aug

Tuesday Morning – More 2Q13 Earnings

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Market Sentiment Watch: European data better than expected but market in need of a bit of rest and lack of substantial U.S. data giving it that opportunity this week. In today's post please find comments on the ROSE quarter (miss but see below) and thoughts about several names from the deluge of earnings tomorrow, the ZLT pie exposure graphs, as […]


07
May

Tuesday – Lots More Earnings

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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 […]


04
Apr

Thursday Morning – Oil Inventory Review Plus Natural Gas Inventory Preview and More

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    Market Sentiment Watch: Yesterday looked like the first real “baby and bathwater” type day for the energy groups this year with service names, E&P (both oily and gassy ones) and the refiners all getting clipped for high percentage losses as the group took its lack of inspiration from weaker than expected economic data […]


08
Nov

Thursday Morning – A Lot More Earnings

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  Market Sentiment Watch: Busy, busy, busy day today. WLL up story STO making $65 bid. Not a lot of rational thinking yesterday with knee jerk selling in energy and in commodities on the U.S. election outcome and European data. In energy land we have earnings overload today. In the post please find comments on […]

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