Archive for April, 2012


Tuesday Morning – Another Energy IPO Snapshot

  Market Sentiment Watch:  Market buoyed by a string of non-energy, S&P 500 better than expected earnings announcements this morning from AT&T, 3M, UTX etc.  In energyland sentiment remains cautious as 1Q12 earnings season slowly gets underway. Europe fears still loom with more talk of troubles in Italian bond rates this morning. In today's post […]


European Monday Morning

Market Sentiment Watch: Lower open on tap. No eco data from the U.S. today but big week for a checkup on Housing, the Fed, the attitude of the consumer, and last quarter's GDP. China PMI overnight inched up from the prior month but is still contracting while business activity in Europe continued to slow and France's […]


Wrap – Week Ended 04/20/12

  We published this article on Midstates Petroleum (MPO) to Seeking Alpha on Friday after the close.  Comments for the wrap will be incorporated into the Monday post.  



  Market Sentiment Watch: It's expiry Friday and there is no economic data release so get ready for a double dose of market malaise. One mitigating factor comes from stronger than expected big cap Dow component earnings including GE this morning. In today's post please find a look at the natural gas inventory numbers which continued […]


Thursday Morning – Oil Inventory Review and Gas Inventory Preview Plus CLR and More.

  Market Sentiment Watch: Buyers strike in energy land continues with "good" news being largely ignored. Bad news largely being overreacted to. I would not expect this to last much longer as valuations get squashed towards recent lows on the oily side unless the S&P proceeds to correct and takes oil with it. Yesterday's oil […]

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