Archive for June, 2012


Monday Morning – Conference Time

  Market Sentiment Watch:  Markets continue to be nervous ahead of end of week EU Summit. It's also the end of the quarter so look for some washed out names to possibly get more so by week's end. In energy land the focus this week will be on the news items coming out the GHS energy […]


Wrap – Week Ended 6/22/2012

Comments will be included in the Monday Post



  Market Sentiment Watch: Ugly sentiment towards the group. This move to lower lows in June for the group relative to the market looks overdone but I continue to maintain a medium and long term focus for an overwhelming majority of my holdings. We did a little more nibbling in the market primarily in gassier […]


Thursday Morning – Welcome To Summer

  Market Sentiment Watch: Bernanke Twisted, the Market Shouted (specifically they shouted "Give me something new Ben!"). Last night HSBC China PMI showed another drop to 48.1 in June vs 48.4 in May, a seven month low, and the third month below 50 … I'd point out that Chinese crude demand hit a record just last […]


Wednesday Morning – Oil Preview Plus Some Other Odds and Ends

  Market Sentiment Watch: Europe should take a back seat for a few hours today as all eyes are on Ben with the market lusting after additional stimulus or hints of stimulus.  From Europe the market just wants a coalition Greek government and then a promise that Germany will consider In energyland things remain somewhat bouncy […]

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