Archive for April, 2013


Wednesday Morning – Lots More Earnings

  Market Sentiment Watch: Earnings season for the broad markets continue on a somewhat mixed bag of a course while recent U.S. econoic data has cast a decidedly more somber tone. Energy Earnings so far have been in line or slightly better than expected but the season is just heating up and concerns over global […]


Tuesday Morning – More Earnings

  Market Sentiment Watch: Chinese Flash PMI came in below expectations overnight falling to a 2 month low. In energy land that news helps to send crude lower again but we don't see the Chinese demand growth faltering this year. Strangely, more eyes appear to be focused on AAPL at this point as this mixed […]


Monday Morning – Energy Earnings Week 2

  Market Sentiment Watch: G20 comments support Japanese stimulus effort and in turn, the markets were buoyed overnight. This morning CAT guided to the low end of the range setting a more somber tone from non-energy earnings land.   In energy land this week the focus shifts to 1Q13 earnings as a number of mid cap […]


Wrap – Week Ended 4/19/13

Comments will be incorporated into the Monday post.


Friday Morning

    Market Sentiment Watch:   We're probably in for a dull session today as we have equity option expiry today and no new economic data. Trading in energy land remains largely tentative in the wake a recent bit of baby and bathwater selling punctuated by short spurts of green in between. This in my book […]

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