Archive for July, 2011


Monday Morning – Dipping With No Deal

  Market Sentiment Watch: Debt limit / deficit debate continues. Later this week we get a read on 2Q GDP and lots of earnings. We had a busy first week of the energy earnings season with an inordinate number of adds to the ZLT (see the Holdings section below) and the week ahead should prove almost […]


Wrap – Week Ended 7/22/11

Comments will be in the Monday post



  Market Sentiment Watch: Market should be buoyed by the likes of GE (results and comments positive) and CAT (beat on top, missed on bottom which is a bit of a reversal of problems with the big names over the last 6 quarters but good to see the top outperform and for them to raise guidance) […]


Thursday Morning – More Earnings

  Market Sentiment Watch: Yesterday was another decent one in energy land even if the broader market is treading "summer lightly" at the moment as key politicians wage war on the twitter battlefield, 140 characters at a time. China reported manufacturing actually contracted in July hitting a 28 month low and the first time its […]


Wednesday Morning – Group Extending Gains

Market Sentiment Watch: Market liked the Gang of Six potential deficit reduction/debt ceiling boosting "potential" deal yesterday and this morning it looks increasingly like some close variant of tax hike/ spending cut proposal will eventually reach the President's desk and allow the debt ceiling to jump another $2.5 T.  Nothing really fixed but a market […]

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