Archive for February, 2013


Friday Bounce

    Market Sentiment Watch:  No ecodata today could make for a dull session unless comments by two Fed Governors make things a little more interesting. The group has been pulling back with the market in typical high beta fashion and we used the dip to add to some moves that looked over done in […]


Thursday Morning – More Earnings Plus An Acquistion

  Market Sentiment Watch: Broad based pullback yesterday on the back of weaker than expected (but still strong for the post 2008 era) housing starts and a mixed bag of comments out of the Fed. The market detests the idea of higher rates. Move in the broad market is probably overdue given the run we've had […]


Wednesday Morning – Busy, Busy, Busy

  Market Sentiment Watch:  Sequester on the market's mind.  E&P space increasingly busy with a lot of earnings calls piled on top of each other and a number of bigger players out with guidance. In today's post please find comments on the NFX quarter (meh), the advance of MMR post deal and comments on their first […]


Tuesday Morning – More Earnings, More Conference Presentations

  Market Sentiment Watch:  Welcome back. The sequester is on the peripheral vision of the market and growing rapidly larger as March 1 approaches and no revamped set of cuts jumps to the fore. In today's post please find The Week That Was, the week's energy earnings calendar, and some other odds and ends. This week […]


Wrap – Week Ended 2/15/13

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