Archive for the 'AMZG' Category


Tuesday Morning

. . Market Sentiment Watch: Market continues to eye Fed and coming payrolls data for signs of rate rise timing as multiple Feds and Fed pundits cry that now is the time to raise. In today's post please find comments on the MTDR 4Q14 (in line with reaffirmed guidance), the SN 4Q14 (unowned but of interest), AMZG […]


Wednesday Morning – SWN

. . Market Sentiment Watch: Year end noise in the names remains on the extreme end of the scale.  In today's post please find an updated cheat sheet on SWN with a few post call thoughts (apologies if we are wearing the reader out on this but SWN is our #1 natural gas holding in terms […]


Thursday Morning – A Lot More 3Q14 Reports

. . Market Sentiment Watch: Market eyes should be squarely focused on Payrolls tomorrow.  In today's post please find the oil inventory review, the natural gas inventory preview, and another swarm of earnings reports. As noted yesterday, the earnings roster is again full today and some of our comments will be a bit more brief than […]


Thursday Morning – Earnings Tsunami

. . Market Sentiment Watch: Nervous broad conditions persist.  FOMC statement yesterday prompted a dollar rally that reined in oil prices late in the session which along with a concurrent drop in the broad markets yielded a move from a bright green to light green day for the group. And the sideways move following the […]


Wednesday Morning

. . Market Sentiment Watch: Nervous market conditions likely to persist into quarter end next week. We are exercising patience and lining up things we want to add or add to in the ZLT.  In today's post please find a new and expanded version of What Price When (it got a bit wordy but as always, […]

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