Archive for March, 2012


Wrap – Week Ended 03/30/12 (In Progress)



T.G.I. The End Of The First Quarter

  Market Sentiment Watch: End of the first quarter. Look for increased volatility today and again next week. In today's post please find some expanded comments on gas supply (slide show won't be out until mid April due to EIA delay) and on natural gas demand as well as the Catalyst List Update Part III and some […]


Thursday Morning – Oil Review and Gas Preview Plus Catalyst List Update Part II and SN 4Q11 Earnings

  Market Sentiment Watch: Broad market volatility increasing as the end of the first quarter approaches and managers fear losing gains. China growth blamed plus Spain and Portugal come back into focus as the new European things to worry over. My sense is the market needs an excuse to pull back and economic data remains in […]


Wednesday Morning – Catalyst List Update Plus CLR Comments

  Market Sentiment Watch: Lull in the group continues. Natural gas names continue to look like they are attempting to make bottoms while the oilier names continue to rest and slip slightly as oil stalls at $107 on WTI. Look for oily E&P estimates to come up as they are marked to better than expected market […]


Tuesday Morning Pause

  Market Sentiment Watch:  Bit of an oddball day yesterday with the group (and oil) largely ignoring the broad market surge as the names continue to largely rest in front of what should be a more news flow rich time around the Howard Weil conference and just in front of the quarterly marking to market […]

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