Archive for the 'Uncategorized' Category


15
Dec

Monday Morning

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. . Market Sentiment Watch: Bigger week on the economic data front with Yellen's comments post FOMC as the last one of the year being the highlight. Energy land remains under the cloud of oil prices. We continue to largely sit on our hands although some adjusts are in the works (see comments in the Holdings […]


14
Dec

Wrap – Week Ended 12/12/14

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. . Questions and comments will be addressed in the Monday post.  Click the link directly below this to … 


12
Dec

Friday Morning

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. .   Market Sentiment Watch: Nervous market conditions persist as oil still can't find traction. In energyland, oil broke $60 yesterday which was the new inevitable big fat round number target. We expect a slew of new budget guidance from E&Ps next week which should both remove additional uncertainty from the names and show off what will […]


11
Dec

Thursday Morning

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. . Market Sentiment Watch: Nervous market conditions persist. In today's post please find the natural gas inventory preview, the oil inventory review (near record refinery utilization met a new cycle high for production and a bounce in imports), more comments on the OAS view for 2015 along with some comments and our thoughts on their presentation […]


10
Dec

Wednesday Morning

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. . Market Sentiment Watch: And on the 5th day, the market created green. For the nimble fish out there, it's likely they could do well by trading a pattern of 4 red to the 1 obligatory green day per week in the group.  That's obviously not our game. Please see our counter sell side comments on TPLM in […]

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