Archive for October, 2008


Another Monday Meltdown?

  One crazy week begets another. This we have the Fed meeting on Wednesday (consensus expectation is now a 50 bps cut to 1% fed funds) and 3Q revised GDP on Thursday (expected to show negative growth (down 0.6%). Sentiment on the group remains tied to the broader markets as is summed up by one […]


Wrap – Week Ended 10/24/08

  Holdings Watch:  Wiki Holdings, ZEB Performance and the 10KP updated through Friday On To The Wrap: Comments tabled to Monday post.  


Fallout Friday

OPEC Bailout Watch: Production Cut 1.5 Million Bopd. Cut to implemented by November 1 which is fast by Cartel standards. OPEC President Chakib Kehlil said,  "We’re prepared to meet more often to stabilise the market. If a further decision has to be made, it will be made and we will not necessarily wait for the […]


Thursday – Raft of Earnings Plus Oil Review and Gas Preview

  Sentiment Watch: How long until 2009 get’s here? Somebody stick a fork in this year, its done. At least that how hedge fund types feel right now. Erroneous Comment Watch: Cramer on CNBC yestereday during stop trading: "Lastly, Cramer said that sinking oil prices will most likely lead to canceled deepwater drilling projects. That’s […]


Wednesday – EIA Oil Inventory + NFX Pre Call

  Sentiment Watch: Back to panic mode. Oil is falling to fresh lows this morning as the dollar jumps over Britain’s announcement that yes, they too are probably in recession. In Today’s Post: Holdings Watch – additions to the 10KP and general portfolio Commodity Watch Oil Inventory Preview Stuff We Care About Today Odds & […]

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