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Market Sentiment Watch: Broad markets continue to rise in tandem with OK ecodata. Commentary out of Europe is a netrual to bearish (France is in recession, German data was weakers but England looks brighter). In energyland, yesterday was a better one for energy equities and while I don't generally comment on the day to day trading [...]
Market Sentiment Watch: Market lazily drifting as everyone is focused on ADP and non farm payrolls over the next few days. Yesterday we took advantage of a little group weakness to continue inching up our exposure to natural gas but also added a new Bakken player name that we’ve been more actively watching again [...]
Market Sentiment Watch: Market ignoring decent economic data in lieu of EU worries. In today's post please find the natural gas storage review (the withdrawal season is slooowly drawing to a close leaving storage in a lot better starting position than just about anyone assumed), an updated and expanded natural gas players cheat sheet, [...]
Market Sentiment Watch: All eyes on the election although most not certain what the outcome will mean for them beyond day 2 or 3. We remain in the camp that says that there is not a lot of thinking going into some selling we are seeing the smaller cap names. We have noted others [...]
Market Sentiment Watch: Monday was another day of YoYo action in the crude markets but with a flat close. Natural gas also saw some slightly overdue profit taking in the commodity yesterday but overall volume was light again in the gassy names in typical pre quarterly release time. Today the markets are taking a [...]
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