Archive for October, 2009


Monday Morning

  The Week Ahead: Monday 10/26: No eco data scheduled Tuesday 10/27: Home prices, consumer confidence for October (53.1 forecast, flat with the last reading). Wednesday 10/28:  EIA Oil Inventory Report, Durable goods (exp up 1%), New homes sales (forecast 438K vs last reading of 429K) Thursday 10/29: EIA Natural Storage Report, Jobless claims (forecast […]


Wrap – Week Ended 10/23/09

    Wrap comments will be incorporated into the Monday post.



Market Sentiment: See Webster’s under schizophrenia. Big Cap Earnings Watch: AMZN and AXP wowed the crowd after the bell last night Eco Data Watch: Existing Home Sales due out at 10 EST, expecting 5.38 mm   In Today’s Post: Holdings Watch Commodity Watch Natural Gas Storage Review Stuff We Care About Today – SLB, GMXR, […]


Thursday – Gas Preview and Oil Review + Lots O’ Earnings

Market Sentiment Watch: China Watch: 3Q GDP of 8.9%, just shy of the 9% estimate (yeah, like that tick matters). See the story here. September Industrial Production up 13.9% vs 13.3% expected. Now the talk turns to possible tightening Eco Data Watch: Jobless claims: 531 K vs 510 K expected. Leading indicators: Expected to be […]


NFX Reports Solid 3Q09 Results – Pre Call Note

    NFX Reports Beats 3Q Street Estimates; Accelerating Rig Activity A few key takeaways from the quarterly release and @NFX update before we delve into the quarter: Production profile continues to get oilier Increasing Rig Count in high impact plays. Oil plays see rigs added to Bakken (potentially going to 3 rigs from 1 […]

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