Archive for January, 2011


Monday Morning – Natural Gas Supply Slide Show Plus CHK JV’s The Niobrara

    Market Sentiment Watch:  Egypt is front and center in the market's eye today. Other spots in the area are apparently heating up in terms of protesters on the Street's, ticked off about lack representation. Yemen and Jordan have little in the way of oil production but Algeria is not an insignificant player within […]


Wrap – Week Ended 1/28/11

Much Ado About Nothing. At least that's the story of the past week's return trip to S&P 1,300 and Dow 12,000. We came, we rose, we got sacked by riots in Egypt is another way of looking back at the week. GDP was fine and final sales were beyond anyone's expectations. But turbulence in the […]


4Q GDP Friday

  Market Sentiment Watch: 4Q10 GDP came in at +3.2% vs a consensus forecast of +3.5%. Spending however was stronger than expected. In energy land, we should get natural gas supply numbers out of the EIA for the month of November (my lack of calendar using skills had me expecting this yesterday). I'll have the Natural […]


Thursday – Oil Review Plus Gas Preview Plus Lots of Updates

Market Sentiment Watch: What a difference a day makes. But what really happened yesterday? New homes sales came in better than expected for December capping the worst year for new home sales since 1963. EIA released a mixed bag of oil inventory numbers and crude bounced simply because it had retreated sufficiently over the last week […]


Wednesday Morning – Oil Preview, Earnings Get Busier and SSN Signs A JV

Market Sentiment Watch: Equities have been a bit sloppy but I'm sensing no sense of panic, more just fairly orderly digestion recent gains. Oil has been coming back into what I'd call my comfort zone in the mid $80s. In energy land today we get our first look at a Major's earnings for the quarter […]

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