Archive for February, 2012


Wednesday – Oil Inventory Preview Plus More Earnings

  Market Sentiment Watch: Eyeing Europe. In today's post please find a wrap of the SWN Brown Dense portion of their call yesterday and earnings comments for NOG and KOG. In NOG's case I would highlight the unqualified opinion they received from their new auditor's Deloitte. The sturm und drang of the last 10 months […]


Tuesday Morning – More Late Season Earnings

  Market Sentiment Watch: Europe back in the headlights. Oil continues to trade ahead of itself and combined with my sense that the group will likely experience a post quarter lull (as in that feeling that there are few near term catalysts (right or wrong) and that everyone "knows everything now") and natural gas is […]


Monday Morning – Last Week of 4Q11 Earnings

  Market Sentiment Watch: G20 wants to see more money out of Europe for the Euro bailout before adding to IMF and equity futures sag. In energy land eyes should focused on the $7.15 billion buyout late Friday of El Paso's E&P unit, the last real week of 4Q E&P earnings, another week of waiting […]


Wrap – Week Ended 2/24/12

Closed Trades Week (lightening up as oil prices march higher) ZLT MHR – Sold the trading positions taken in November and January for $7.54, up 39%. I continue to own the core position.   KOG – Sold the rest of the trading shares picked up last June, July, August, for $10.77, up 77%. I continue to […]



  Market Sentiment Watch: Market in happy mode, even as oil tops $108 … this kind of action will force my hand on some more trading positions soon. Oil surged on a seasonal demand bounce (right on cue) for gasoline and continued strong export markets. Utilization is running ahead of last year's levels as refiners […]

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