Archive for October, 2013


Friday Morning – More Earnings

Market Sentiment Watch: In energy land we've had a pretty good start to the 3Q13 reporting season in terms of pre releases and solid quarterly reports that made investors sit up and take notice (including unowned by us names FANG and WLL yesterday). In today's post please find the natural gas inventory slide show, comments on a number […]


Thursday Morning – More Earnings

  Market Sentiment Watch: Yesterday was the first "baby and bathwater" day for the group in recent memory. Good news, bad news, didn't matter, leader or laggard, if you produce hydrocarbons you got a haircut. This is normal as momentum in the group fades. It's also normal for CNBC to be discovering oil all day […]


Wednesday Morning

Market Sentiment Watch: Market fretting over potential for China monetary tightening. First it's too cold, now it's too hot. Oil should be pleased given Chinese demand levels but the fear of the foreign Fed is just as strong with oil traders as the need for more stimulus is with domestic equity buyers. Sheesh. Crude traders should […]


Mediocre Jobs Tuesday

Market Sentiment Watch: The long delay payrolls figure came out lighter than expected and in "bad news is good news fashion" the furtures rallied. Note that as expected oil closed in double digit territory for the first time since July. The E&P group has largely taken the move lower by oil in stride. We think […]


Monday Morning

    Market Sentiment Watch:  Time for an avalanche of delayed economic data to start hitting the tape this week including the September Nonfarm Payrolls report (on Tuesday). In energyland we should get 2 sets of oil and natural gas reports this week with the first of them today (last Wednesday's missed oil inventory report […]

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