30
Jun
This week is usually one of the slowest of the trading year and so we're on the road, spending a little quality time with the interns through Tuesday. I'll be brief but here will check in from time to time both days. We'll have the Natural Gas Supply (production plus imports) and Demand slide shows in the Wednesday […]
Posted in Uncategorized | 168 Comments »
28
Jun
Comments will be included in the Monday post in the The Week That Was Section.
Posted in Uncategorized | 9 Comments »
28
Jun
Market Sentiment Watch: Last day of the quarter, elevated volatility likely. Last Thursday we wrote that the markets were over-reacting to Bernanke's comments on tapering. The market continued to sell off through the end of the week but has bounced since as multiple Fed officials and big league names (CEO of Goldman yesterday) agreed. […]
Posted in AZZEF, kog, REN, Uncategorized | 91 Comments »
27
Jun
Market Sentiment Watch: GDP revised lower yesterday and the kneejerk reaction was to rally. Pretty telling what this light volume summer market wants … more stimulus status quo. Personally we'd like to see more well rounded growth in the economy (not just housing but also services and manufacturing) but that growth, like the end of […]
Posted in ssn, Uncategorized | 106 Comments »
26
Jun
Market Sentiment Watch: Quiet day on tap with futures pointing to another bounce but the third 1Q13 GDP revision showed a substantial drop which sets the bar fairly low for the 2Q number we will get next month. We're largely invested and for the most part sitting on our hands at the moment, waiting for a […]
Posted in CLR, EVEP, kog, swn, Uncategorized | 83 Comments »