Archive for the 'MCEP' Category


15
May

Wednesday Morning

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Market Sentiment Watch: Broad markets continue to rise in tandem with OK ecodata. Commentary out of Europe is a netrual to bearish (France is in recession, German data was weakers but England looks brighter).  In energyland, yesterday was a better one for energy equities  and while I don't generally comment on the day to day trading […]


14
May

Tuesday Morning – Several Post Quarter Odds and Ends

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Market Sentiment Watch: Energy group staying busy in the wake of 1Q13 earnings. In today's post please find comments on MCEP's increased interest in a number of OK waterfloods and a pro forma look at EOX with our initial model for 2014 with assumptions. Later this morning look for comments on the OEDV quarter. Our wrap […]


08
May

Wednesday Morning – More Earnings

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Market Sentiment Watch: No U.S. economic data today would normally spell at least a pause for the "nothing but up" U.S. broad markets. Chinese export and import numbers both topped estimates (questionable data quality there) and German Industrial Production was also above expectations but so far U.S. futures are yawning at the news. We have another […]


24
Apr

Wednesday Morning – Lots More Earnings

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  Market Sentiment Watch: Earnings season for the broad markets continue on a somewhat mixed bag of a course while recent U.S. econoic data has cast a decidedly more somber tone. Energy Earnings so far have been in line or slightly better than expected but the season is just heating up and concerns over global […]


07
Mar

Thursday Morning – Variety of Odds and Ends

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      Market Sentiment Watch:  Market should be eying tomorrow's Payrolls report. My sense is the market is at that point in the slightly inclining "L-shaped" recovery (year five now?) where it wants modest improvement in the data without really strong data that will scare the interpreters of future Fed action into an alternate […]

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