30
Sep
Market Sentiment Watch: Quarter end today, anything goes in this YoYo market but the open is negative on flat Chinese PMI. Please find in today’s post the Catalyst List Update, Part II, as well as the Natural Gas Supply Slide Show. Yesterday saw a record gas storage injection for this week of the year and […]
Posted in Catalyst List, Natural Gas Supply, Uncategorized | 98 Comments »
29
Sep
Market Sentiment Watch: Yo Yo Market. Rumors of Greek temporary solution were replaced by thoughts that China will not steer itself into a soft landing. Today Germany voted to boost the European Stability Fund and so futures are getting a modest boost. Meanwhile, U.S. economic data came in surprisingly strong so we are yo yo’ing […]
Posted in Catalyst List, Uncategorized | 120 Comments »
28
Sep
Market Sentiment Watch: Market rallied on news more countries were getting behind a European Stability Fund and on news that Greece passed a property tax that will be billed on citizens’ electric bills. I’m sure there will be a run on extension cords there next. I’m not significantly adding to positions on the “Greek hope” […]
Posted in chk, kog, RRC, swn, Uncategorized | 154 Comments »
27
Sep
Market Sentiment Watch: Euro Zone Hope Rally – Day 2. In today’s post please find a review of highlights from yesterday’s IPAA presentations along with additional comments as well as a look ahead at today’s presentations. We are beginning to rack up more potential catalysts for the 3Q reporting season and a revised Catalyst List […]
Posted in exxi, ftk, kog, nog, oas, ssn, Uncategorized, wll | 188 Comments »
26
Sep
Market Sentiment Watch: Odd futures bounce as we saw no resolute action taken by IMF over the weekend. Bulls perhaps thinking that maybe Europe gets it now but without real central leadership and with Germany still balking at an outright Greek bailout I have my doubts on any staying power to deadcat bounce rallies at […]
Posted in Uncategorized | 151 Comments »