Wednesday, March 31, 2010

Natural Gas Update 31 Mar

22 Billion Cubic Ft/Day demand during winter 2010-All time record
  • Natural Gas gets cheap compared to Oil. (Seeking Alpha)
  • Statoil buys additional US Shale- Another multinational oil conglomerate buying worthless Natural Gas. (Bloomberg)
  • Environmental & Drilling issues with Fracking which could cut drilling in half- Suddenly the never ending shale supply is threatened.... (Bloomberg)
  • Obama's domestic energy proposal. (Bloomberg)
  • Goldman reverses course near low on Natural Gas. Now bullish due to Exxon/XTO acquisition- Depressing price and accumulating at the low much?? (Bloomberg)

Mid Week News 31 Mar

  • 24 Hours until the end of MBS Purchases by the Federal Reserve- See you again soon for QE 2! (Zerohedge)
  • Morgan Stanley: Equity Market rally nearing its end. (FT Alpha)
  • Canaries in Swap Spread Coalmine? Or not.... (FT Alpha)
  • Copper confirms new highs in Equity Markets. (Seeking Alpha)

Wednesday, March 24, 2010

Mid Week News 24 Mar

  • Fed's new Vice Chair, Janet Yellen, implies no rate hike until 2013- This should be adequate time to inflate colossal bubble. (Zerohedge)
  • Government pressure of the Federal Reserve to bail out Italy in 1974- Apparently no historical "politicization" of the Fed, Ron Paul obviously way off base. (Zerohedge)
  • China on verge of commodity unwind? (FT Alpha)
  • Housing market hype fades. (Seeking Alpha)

Monday, March 22, 2010

TF 5 Day 19 Mar

Source: ESignal

UNG 5 Day 19 Mar

Source: ESignal

Weekend News 20 Mar


Wednesday, March 17, 2010

TF 5 Day 17 Mar

Source: ESignal

UNG 5 Day 17 Mar

Source: ESignal

Mid Week News 17 Mar

Monday, March 15, 2010

Weekend News 15 Mar

Wednesday, March 10, 2010

TF 5 Day 10 Mar

Source: ESignal

UNG 5 Day 10 Mar

Source: ESignal

Mid Week News 10 Mar

Happy Tech Bubble Pop 2000!
  • Shadow Banking System & its impact on Traditional Banking. (Zerohedge)
  • SPY Volume back to 2010 Lows as Equity Mutual Funds are tapped out- Just think of all the "cash on the sidelines". (Zerohedge)
  • Natural Gas Shopping Spree Continues- Insiders must be accumulating because of how low the price will be in perpetuity. (Blogs.WSJ.Com)
  • Irrational Exuberance: Stocks rally on Friday's US (Un)Employment Number- U-6 unemployment actually went up! (Seeking Alpha)
  • Greece's problems "completely over" according to Romano Prodi- This reads like a children's story only sans gumdrops and butterfly dreams- It's time for Ouzo body shots! (Bloomberg)
  • Federal Reserve announces expansion of Reverse Repo Program: now targeting money market funds as counterparties- When I think "risk free paper earning interest", I think Federal Reserve Assets. (Zerohedge)
  • Weekly Crude & Distillate Report (EIA)

Monday, March 8, 2010

Weekend News 07 Mar

Wednesday, March 3, 2010

TF 5 Day 03 Mar

Source: ESignal

UNG 5 Day 03 Mar

Source: ESignal

Mid Week News 03 Mar

  • Goldman reports Q4 revenue & trading record- Looking good Billy Ray! (Zerohedge)
  • VIX lets PNC see SP 500 gains. Pimco says not! (Bloomberg)
  • Goldman Non-Farm Payroll Preview- As Terent Trent Darby used to say "Blame it on the rain (or snow in this case)...." (Zerohedge)
  • Where in the world is T. Boone Pickens? (Seeking Alpha)
  • Basel II Impact on CDS and specific Investment Bank Vampire Squids Capital Ratios. (Zerohedge)
  • Dollar Supply underreported. (Zerohedge)
  • Greek Crises a result of reckless government spending & vampire squid financial engineering not CDS traders- Really? How quaint! (Zerohedge)

Monday, March 1, 2010

Weekend News 26 Feb

  • Record Direct Bidders in 7 Yr auction. (Zerohedge)
  • Bernanke seeks to defuse calls for audits with offer of transparency- RIGGGHT. (Bloomberg)
  • Recent Stats indicate US economic recovery was an illusion. (Seeking Alpha)
  • Existing home sales decline. (Zerohedge)
  • China small caps @ record premium (Bloomberg)
  • Short and sweet on pending foreclosure "ban". (Zerohedge)
  • Weekly Natural Gas Storage Report (EIA)

TF 5 Day 26 Feb

Source: ESignal

TF Long Term 26 Feb

Source: ESignal

UNG 5 day 26 Feb

Source: ESignal

UNG Long Term 26 Feb

Source: ESignal