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)
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)
Subscribe to:
Posts (Atom)