Archive for August, 2015


Monday Morning

. . Market Sentiment Watch: Different week, same volatility. Big week on the economic data front culminating in Payrolls on Friday which will be viewed with even greater interest than usual as the Fed appears to very much remain in coin toss land for a September rate hike even at this late date.   In energyland, we saw a […]


Wrap – Week Ended 8/28/15

. . Questions and Comments under the Wrap will be addressed in the Monday post.  Have questions about the site? Please email them to Click the link directly below this to … 



. .   Market Sentiment Watch: Volatility in equity markets has spilled over into the commodities. We'd like to see the sideways trade start to form up.  In today's post please find the natural gas inventory slide show (bigger than expected injection), comments on CLR and HK, and several other odds and ends. Ecodata Watch:  Personal Income came […]


Thursday Morning – CXO

. . Market Sentiment Watch: Volatility.  2Q GDP revision will rekindle fears of a Fed move sooner rather than later.   In today's post please find the natural gas inventory preview, the oil inventory review (unexpected and large crude draw due to a sharp drop in imports but builds in products as demand tips seasonally for gasoline before one […]


Wednesday Morning

. . Market Sentiment Watch: Market remains in extreme fear mode on edge as China holds center stage.   In today's post please find our shopping list of names we want to add or add to in the ZLT this fall. Timing on that is September/October but we continue to be patient (we've only done two ZLT […]

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