06
May

Z4 Research Test Drive

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20
Sep

Thursday and Friday Morning

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Market Sentiment Watch: Energy groups continue to find traction. Interesting. We have an abridged post today, please see Housekeeping Watch below. In today's post please find a quick  oil inventory review (bigger than expected crude build though less than we expected, larger than expected draws on gasoline and especially distillates) and some other odds and ends. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h - oil inventory quick look and natural gas inventory preview
  3. Odds & Ends

Click the link directly below this to ...  Continue Reading »


20
Sep

Wednesday Morning

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Market Sentiment Watch: See housekeeping watch below. In today's post please find comments and an updated cheat sheet on JAG, and comments on OAS / OMP, the oil inventory preview (we expect a bigger than Street crude build but note API delivered a much more bullish (as weekly data goes) set of date (see Commodity Watch section below)), the natural gas inventory preview (getting set for another big number before they roll lower on mid September heat), and some other odds and ends. 

Ecodata Watch:

  • We get existing home sales at 10 am EST (F = 5.44 mm, last read was 5.44 mm),
  • We get the FOMC announcement at 2 pm EST (no hike is expected this month),
  • Janet Yellen's press conference is slated for 2:30 pm EST.

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h - with oil and natural gas inventory previews
  3. Stuff We Care About Today - JAG, OAS/OMP
  4. Odds & Ends

Click the link directly below this to ...  Continue Reading »


19
Sep

Tuesday Morning- REN

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Market Sentiment Watch: Group seeking traction and major trend reversal. Both for the equity industry sub groups and for oil and natural gas.  In today's post please find the early read on oil and natural gas inventories, comments on REN, comments on JAG, and several other odds and ends. 

Ecodata Watch:

  • We get Housing Starts at 8:30 am EST (no forecast, last read was 1.115 mm),
  • We get Building permits at 8:30 am EST (no forecast, last read was 1.235 mm),
  • We get the Import Price Index at 8:30 am EST (no forecast, last read was 0.1%).  

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today – REN, JAG
  4. Odds & Ends

Click the link directly below this to ...

Continue Reading »


18
Sep

Monday Morning

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Market Sentiment Watch:  The group showed the best week of the year to date (low bar) with the portfolio up 7% last week and the signs of across the board traction we like to see as multiple energy subgroups advanced sharply. In today's post please find an updated set of ZLT holdings graphs (we remain about 23% cash), The Week That Was (comments on another Harvey impacted week of inventory numbers, our outlook,  comments on the positive forecast changes out of OPEC, EIA, and IEA last week that helped drive the strong week (better late than never EIA with those STEO oil production growth forecast reductions), and notes on our writings last week), and some other odds and ends. 

Ecodata Watch:

  • We get the NAHM home builders' index at 10 am EST (no forecast, last read was 68).
  • We should get the EIA's Drilling Productivity Report by noon eastern. Recent reports have shown falling new well oil and gas productivity. 

The Week Ahead: 

  • Tuesday - Housing starts, building permits, import price index,  
  • Wednesday - Existing home sales, FOMC announcement, Janet Yellen press conference, 
  • Thursday - Jobless claims, Philly Fed, leading economic indicators, 
  • Friday - Markit manufacturing PMI, Markit services PMI, OPEC JMMC meeting. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. The Week That Was
  4. Stuff We Care About Today
  5. Odds & Ends

Click the link directly below this to ...

Continue Reading »


16
Sep

Wrap – Week Ended 09/15/17

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The ZLT was up 7%  on the week. The XOP was up 6% and the OIH was up 7% marking the energy groups' best week this year. 

The Blotter is updated.

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