Archive for December, 2010


Goodbye 2010

  Market Sentiment Watch: What a year it has been! Thanks to all who have contributed to make it so. We'll have the monthly letter out with ZLT performance on Monday. Today will probably be a snoozer but please have a great, safe New Years Eve and if I don't speak to you in comments today, […]


Thursday Morning – Natural Gas Supply Slide Show

  Market Sentiment Watch: The energy group developed a bit of a bid yesterday and that could carry through today as a better jobless claim number supports the broader market and stories circulate that BHP may be interesting in bidding for APC (up 7+% pre market). Included in today's post please find the natural gas supply […]


Wednesday Morning – Gas and Coal Thoughts

  Market Sentiment Watch: Tuesday was only slightly less boring than Monday. Energy land remains a press release blackout zone and there is no economic data scheduled for release today. In today's post please find comments on the EIA 914 report (not bullish but it could have been worse) and my quick thoughts on coal as […]


Tuesday Morning

  Market Sentiment Watch:  Zombiesque. If you tuned in yesterday you witnessed one of the slowest days in the market and the slowest day on the site in 2010. I would expect a notch up in activity but still with light volumes for the rest of the week with Friday, which normally would be a […]


Monday Morning, Welcome To The Last Week of 2010

    Market Sentiment Watch: Quiet time.  Not much in the way of economic data to report this year; one more look at jobless claims and consumer confidence and of course oil and natural gas inventories but for the most part expecting a quiet week.  China bumped interest rates over the weekend which had the initial […]

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