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Archive for March 12th, 2014

12
Mar

Merger Wednesday

. . Market Sentiment Watch: Nervous market. In energyland the long expected retreat below $100 oil (a place we should not have been) is causing some profit taking even as OPEC continues to inch up their thoughts on 2014 global oil demand. We're opportunistically adding into the weakness (see blotter, see Holdings Watch). In today's […]

Posted in EPL, exxi, Uncategorized | 136 Comments »

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Archive for March 12th, 2014

Merger Wednesday

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