Archive for April, 2014


Thursday – Oil Review and Natural Gas Preview Plus A Swarm of 1Q14 Earnings Reports

. . Market Sentiment Watch: Broad market earnings in focus as energy land sees first real swarm of reports.  In today's post please find the oil inventory review (record high aggregate oil in U.S. storage but should flatten soon as utilization zooms), the natural gas review, and an avalanche of 1Q14 energy earnings reports.    Ecodata Watch:  […]


Wednesday Morning

. . Market Sentiment Watch: Quiet. Some eyes back to focusing on China weakness after flash PMI moves just off the recent lows but most are seem to continue to be focused on the domestic earnings name of the day (today's big one is AAPL after the close). Energy earnings take a breather for one day […]


Tuesday Morning – ACI, HLX

. . Market Sentiment Watch: Ukraine appears to be getting worse and the market continues to largely ignore a possible slow down of the Russian economy due to sanctions that could still yet be levied.  Earnings season for the big cap broad market names has so far been a real mixed bag and the market […]


Welcome Back Monday

. .    Market Sentiment Watch: Broad market remains focused on 1Q14 earnings reports this week. In energyland, the groups have been outperforming the broader markets by a good margin and we continue to think a modest pullback and pause period is likely in order to begin in the next few of weeks (towards the middle […]


Wrap – Week Ended 04/18/14

. . Nice week last week. Areas of interest circled below. Any over the weekend questions will be addressed in the Monday post.  Happy Easter!

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