Archive for the 'line' Category


Tuesday Morning

. . Market Sentiment Watch: China eases and lowers bank reserve requirements.  We continue to avoid the temptation of trying to bottom fish for long term adds at this point. News flow from E&P land remains quiet as usual for this time of year. In today's post please find a quick requested look at LINE and some […]


Thursday Morning – Still More Earnings

. . Market Sentiment Watch: Yellen testimony to be focus although doubtful she offers much new vs her House testimony two weeks ago. Concern over what's going on in Ukraine with regard to Russia and North Korea also likely creeping into futures as well. In energyland it's another really busy day as far as E&P 4Q13 reports […]


Tuesday Morning – Back to 3Q13 Earnings

Market Sentiment Watch: All eyes remain focused on tomorrow's Fed statement which we see as more than likely remaining largely unchanges, especially as to the ongoing easing.  We zero no chance of a taper now and we think that recent events have likely pushed a taper further down the road. The L-shaped economic recovery continues.  In […]


Thursday Morning – Oil Review, Natural Gas Preview, WPX and More

  Market Sentiment Watch: The Energyland news flow torrent continue and we've been pleased with the direction it's been taking many of our long held names in the ZLT. In today's post please find the oil inventory review and the natural gas inventory preview (pretty moot at this point). Please also find in today's post […]


Thursday Morning – Lots More Energy Earnings

  Market Sentiment Watch:  Energy earnings season = so far, so good, no big surprises either way. This is the busiest day quarter to date in energy earnings land so some of our comments will be briefer and more to the point that usual. In the post please find the weekly oil inventory review, the natural […]

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