Archive for June, 2009


Thursday – Oil Review and Gas Preview Plus E.F.S. Update

Jobless claims disappointed at 627,000 so look for a bumpy opening as the market continues to focus on the 600,000 level (right or wrong, meaningful or not) as the go / no go point for equities.  In Today’s Post: Holdings Watch Commodity Watch Natural Gas Preview EIA Oil Inventory Review Stuff We Care About Today […]


FOMC Wednesday

    In Today’s Post: Holdings Watch Commodity Watch Oil Inventory Preview Stuff We Care About Today Odds & Ends Holdings Watch: $10KP: $19,000 59% Cash Yesterday’s Trades: None Commodity Watch: Crude oil rallied $1.74 to close at $69.24 yesterday as the dollar sold off and equity markets failed to. The API inventory report out […]


Eagle Ford Shale Notes

Map of Eagle Ford Shale wells to date: Excludes PXD well to the north east in Dewitt County, three more wells drilled in La Salle by HK and this SM well: (map from 4.21.09) Thanks to Reef for some high definition maps of the play with well notes: Map 1 Map 2 This page will […]


Tuesday – Time For A Tentative Bounce

Sentiment Watch: Cautious. Sitting tight. Nibbling here and there. Feels like a turn is near but this light volume summer sell off makes one long for a higher cash weighting (I’m just under 60% after yesteray).  Better to let "them" turn the market when they decide it’s oversold than to get into "this is too […]


Monday Morning And All Is A Continuation of Last Week’s Action

Sentiment Watch: Cautious, sit on hands mode. Commodities are easing with a directionless, summer equity market. While individual catalysts continue to crop up they are few and far between this time of year so patience between now and 2Q earnings season is key. The Week Ahead: Monday 6/22: No U.S. eco data release. Tuesday 6/23: […]

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