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Archive for July 27th, 2015

27
Jul

Monday Morning

. . Market Sentiment Watch: Fed in focus for the broad markets. In energyland, investors continue to exhibit extreme concern over E&P leverage and OPEC over production. We see mid leverage names getting lumped in with (sold heavily) the truly strapped names. Hedges being disregarded, even ones that are strongly hedged in 2016. We see M&A chances increasing […]

Posted in COG, Orange Charts, Uncategorized | 148 Comments »

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