Archive for June, 2012


Wrap – Week Ended 06/29/12

Commodity comments will be included in the Monday post. 


EuroSummit Friday

  Market Sentiment Watch: Eurozone leaders announced that European rescue funds may buy the bonds of the wounded countries  … And The Crowd Goes Wild. Look for volatility galore as the quarter closes out and details emerge from this so far not well defined European plan. In today's post please find a handy reference table for […]


Thursday Morning – Oil Review and Natural Gas Inventory Preview Plus More Gassy Yield Thoughts

Market Sentiment Watch: Interesting times. The broad markets bounced yesterday on better domestic data and a dearth of news out of Europe. The EU Summit starts today and since no one expects anything positive out of the meeting I would guess that any sign of movement towards a more intergrated European banking system will be greeted […]


Wednesday Morning – Oil Inventory Preview Plus A New Look At An Old Name

  Market Sentiment Watch: All eyes on the coming EU Summit and China and little on the U.S. economy which remains a mixed bag of numbers (durable goods at least looked better today). In Energyland, end of quarter machinations continue despite some optimistic trading uprisings here and there and the coming mark to market will make […]


Tuesday Morning – Bakken Comments Plus Conference Wrap Day 1

  Market Sentiment Watch: Slooowly adding to trading positions as the end of 2Q12 window dressing washout plays out (see Holdings Watch below for details). In today's post please find comments on Bakken Players quick update and brief wraps on a number of presentations at the GHS conference yesterday and the table of what to […]

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