Month: September 2010

Market Sentiment Watch: Welcome to the last day of the third quarter. Strong day yesterday for the energy groups, especially so relative to the market.  With the quarter coming to an end and the markets up but only barely YTD, my sense is that people are looking for areas that have underperformed and are applying…

Market Sentiment Watch:  In Energy Land, the Deutsche Bank Energy Conference referenced in yesterday's post is actual a 2 day session of 1 on 1 's with management. It does seem to be having the effecting of increasing news flow and we should see more of that with next week's Johnson Rice Energy Conference as…

Market Sentiment Watch: The market continues to trade on the numbers and not between. Yesterday there was no economic data release and trading was lackluster to be kind. We did a quick reactionary trade on ATPG but for the most part the market and the energy group was directionless. In today's post I've included a…

Market Sentiment Watch: Mergers abound this morning but all is quiet in energy land. Eco data are very back-end load this week as the markets look to close out the third quarter with a strong finish. Year to date, the indexes have done little but September will likely go down as one of the strongest…

In progress … comments throughout the weekend.   .