Archive for October, 2008


TGI The End of October

  What a miserable month. Thankfully the last week didn’t completely fall out of bed or everyone would be competing for ledge real estate. Today we have CHK and SWN, a tale of two gas companies, the natural gas storage wrap, and few comments on the solar complex.   In Today’s Post: Holdings Watch Commodity […]


SWN Reports White Hot 3Q08

  The 3Q Numbers: Production Above Upwardly Revised Guidance: Reported 52.8 Bcfe (574,000 Mcfepd), up 76% from year ago quarter, guidance was 47 to 49 Bcfe. Why? Simply better than expected performance from the extended long lateral program in the Fayetteville Shale. Fayetteville Shale Gross production was 600,000 Mcfepd at the end of the quarter, […]


Thursday – Natural Gas Preview and Oil Review Plus A Raft Of Earnings

  Sentiment Watch: Cautiously green feeling. Very busy with earnings so I’ll just get to it. In Today’s Post: Holdings Watch Commodity Watch Natural Gas Storage Preview Crude Oil Inventory Review Stuff We Care About Today – Lots ‘O Earnings Commnets (FSLR, WLL, XOM, TSO) plus CHK, OII, and SWN tonight Odds & Ends Holdings […]


Wednesday – Fed + Oil Data = Volatility

  Reaction To Yesterday’s Rally. Yippee-Skippee. Show me another couple of these and I’ll go short. In the mean time I’d really like to see more selectivity and less full tilt green or full tilt red but, if I have to pick a color … Thoughts On This Market: News, even of the world-beater variety, […]


Tuesday Fed Rescue Bounce

  Sentiment Watch: Relatively boring trading yesterday as people hold their breath for some sign from the Fed and then gave up and pounded stocks for a very ugly close. Overseas markets bounced mightily last night and futures are called up in the U.S. equity markets and in the commodity markets as well. I remain […]

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