Archive for May, 2013


Wrap – Week Ended 5/24/13

Comments will be included in the Monday post. 



  Market Sentiment Watch:  It turned out that yesterday's weak Chinese PMI wasn't the end of the world for commodities or the recent broad market rally. In energyland, on equities front, things were a little more mixed with natural gas rallying on warmer weather and oil holding out hope that OPEC will pull back on […]


Thursday Morning Pause

      Market Sentiment Watch: The Fed presented a mixed message yesterday with Ben saying not to think too hastily on tightening but the Fed minutes pointing to tapering desired by a "number" of Fed members, as early as the June meeting. Overnight China PMI contracted sneding euqity and oil futures lower (the Nikkei was off 7.3% […]


Wednesday Morning – Market To Hinge On Ben

Market Sentiment Watch: Ben Bernanke speaks to congress today at 10 am EST. Presentations by a number of Fed governors in recent days have yielded a somewhat aligned view that the timing of tightening is far from certain, maybe not before year end, and could be preceded by further easing. There does not seem to […]


Tuesday Morning – Gassy Players Update Plus Other Odds and Ends

Market Sentiment Watch:  POST IN PROGRESS … POSTED OVERNIGHT due to bad line of storms passing through.  In today's post please an updated and extended version of the Gassy Players update with notes. This version now gives a little more historical signicance to the cheat sheet for this group we normally display (that's updated in this […]

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