Notes from Enercom 2012
First of all men's suits are back in force. Everyone is wearing a suit. My big takeway besides men's haberdashery is that every single company presenting (and there are a lot of them- just about…
Why Do You Hate The Oil Sector? And Yes, I Do Mean You..
Watching SLB trade lower and lower is what I'm talking about. Watching HES and HAL trade into the red is what I'm talking about. Watching BAS get crushed is what I'm talking about. The market hates…
Since mid 2008…Dueling versions of the State of the Union -who's got it right CNN or WSJ?
There are major implications for short-term trading here. Natural gas E&P companies were the biggest gainers today while the drillers like BAS were some of the biggest losers on the idea that…