Archive for January, 2013


Thursday Morning – Lots O’ Earnings

Market Sentiment Watch: Market focused on jobs tomorrow as it thinks about shrugging off yesterday's surprisingly red GDP number.  Busy day in energyland with flood of earnings from names we either own or care about in one way or another. In today's post please find comments on EXXI's FY2Q13 results and on a avalanches of […]


Wednesday Morning – Group News Flow Increasing

Market Sentiment Watch: GDP came in well below estimates, and we now get to watch a majority of CNBC talking heads try to spin that into a smiley face. GDP was down on lower military spending and falling exports. Note to Congress on that first one. The consumer spending, business spending, and housing components did […]


Tuesday Morning – Earnings Heating Up Plus Some Other Stuff

  Market Sentiment Watch:  Market obviously focused on payrolls at week's end and probably on the fact that we're sitting at five year highs and things need a bit of a rest and largely ignoring the ongoing string of solid and more than solid ecodata coming out on a daily basis. We note that domestic […]


Monday Morning – Calm Before The Earnings Storm

  Market Sentiment Watch: Biggest week of the year so far on the ecodata front culminating in payrolls at weeks end. Also a notable week for energy land with a plethora of second tier oil service earnings, as well as the first of the coal, refining, and E&P earnings of the season.  The weather forecast […]


Wrap – Week Ended 1/25/13

Comments on last week will be included in The Week That Was Section of the Monday Post.  Holdings Watch: ZLT – We added trading positions to a couple of ZLT names and added a starter position in a new yield name yesterday after retiring essentially half our our SJT position, up 22% excluding distribution after […]

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