Archive for May, 2012


Friday Morning – A Few Comments On The Ongoing Coal Beat Down

Market Sentiment Watch: Short post today and I would expect trading to be fairly uneventful in front of the long weekend. In today's post please find some comments on the beleaguered coal names. Have a great Memorial Day weekend.  Ecodata Watch:  We get consumer sentiment at 9:55 am EST,  (F = 77.8, same as the […]


Thursday Morning – Oil Inventory Review Plus Natural Gas Inventory Preview Plus

  Market Sentiment Watch: YoYo market backdrop continues due to Europe. Oil saw the expected test of $90 on Iran hope for cooperation (today that reverses) and what may have been the peak for Cushing stocks (or at least close to the peak) for the year. Energy stocks took the dip in stride and are trading […]


Wednesday Morning – NFX, GDP

  Market Sentiment Watch: YoYo market settling in as Greece rumors continue to roil global equity and commodity markets on an every few hours basis. Informal EU summit tonight should provide rumors galore today. I have plenty of confidence in the names in the ZLT but the market back drop remains un-compelling for additions at […]


Tuesday Morning – Full Bakken Players Update

  Market Sentiment Watch:  YoYo Market Day 1 … Looking For Day 2.  Nice bounces in the broader markets more than reflected in the energy space yesterday. Short covering at least in part as Germany pushes to keep Greece in the euro zone and China makes more positive stimulus noises.    In today's post please find […]


Monday Morning – Bakken Players Update Part I

    Housekeeping Watch: Thanks for the great reading this weekend in the wrap post comments section.  Market Sentiment Watch:  Light week for economic data and nothing today but futures are indicated higher as markets eye relief rally. It's hard to find a better word than "ugly" for last week's group action so a little […]

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