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Market Sentiment Watch: The Fed presented a mixed message yesterday with Ben saying not to think too hastily on tightening but the Fed minutes pointing to tapering desired by a "number" of Fed members, as early as the June meeting. Overnight China PMI contracted sneding euqity and oil futures lower (the Nikkei was off 7.3% [...]
Market Sentiment Watch: Ben Bernanke speaks to congress today at 10 am EST. Presentations by a number of Fed governors in recent days have yielded a somewhat aligned view that the timing of tightening is far from certain, maybe not before year end, and could be preceded by further easing. There does not seem to [...]
Market Sentiment Watch: POST IN PROGRESS … POSTED OVERNIGHT due to bad line of storms passing through. In today's post please an updated and extended version of the Gassy Players update with notes. This version now gives a little more historical signicance to the cheat sheet for this group we normally display (that's updated in this [...]
Market Sentiment Watch: This week we plan on doing more Spring Cleaning trades and rearranging of positions within the ZLT. See the Holdings Watch section below for an updated pie exposure chart. In today's post please find comments on last week's happenings in energy land in The Week That Was, the ZLT exposure pie graphs, [...]
A new pie exposure graph will be included in the ZEB Positions tab later this evening The ZLT C and broader ZLT and ZMT positions pages will be updated this evening. This piece on MCEP was published on Seeking Alpha late last week, updating numbers for their new acquisition.
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