Source: Decision Point/Broyhill Letter
Monday, April 26, 2010
Thursday, April 22, 2010
Wednesday, April 7, 2010
Tuesday, April 6, 2010
Mid Week News 07 Apr
- EIA reports it plans to dramatically alter the way it collects and reports natural gas production data based on increasing evidence that the current methodology grossly overstates production data (a major cause for the past year's decline)- Surely, it is coincidental that this occurs at the low after a year of government saber-rattling.... (Seeking Alpha)
- EIA Paper on Natural Gas Revisions & Methodology. (EIA)
- Contango & Energy ETFs. (Seeking Alpha)
- WSJ v. Bloomberg on credit investor risk appetite. (FT Alpha)
- Reserve Bank of Australia raises key interest rate. (FT Alpha)
- NYSE European Dark Pool trading surges in Q1. (Bloomberg)
- Huge call option activity in TZA- Quite logical since the Squids have made IWM perpetually hard to borrow/unshortable. (Stockmasters.com)
- Greek CDS Spreads continue to show danger. (FT Alpha)
Friday, April 2, 2010
Weekend News 2 Apr
- NY Fed disclosure of Maiden Lane Holdings. (Zerohedge)
- Don't MBS with Texas. (The Big Money)
- Weekly Natural Gas Storage. (EIA)
- Natural Gas and Commodity Update. (BNN)
- Weekly Natural Gas Storage. (Market Watch)
- UNG negative performance in Feb-Mar due to NG price rather than forward curve. (Market Watch)
Non Farm Payroll Update 2 Apr
- Non Farm payroll rise 162k, less than expected. (FT Alpha)
- Goldman Lowers NFP estimate from +275k to 200k on April 1. (Zerohedge)
- Goldman commentary on NFP. (Zerohedge)
- BLS Non Farm Payroll Stats. (Zerohedge)