Archive for June, 2008


17
Jun

Tuesday Morning – Deep Thoughts On Drillers

In Today's Post: Holdings Watch Commodity Watch Crack Spread Update – Ho hum. Stocks We Care About Today – drillers Odds & Ends Holdings Watch: The Wiki and Stocks Tabs are updated. (HK) – Exited the WILDZ trade HK June $35 calls for $2.15, up 4%. This was more risk than I like to carry […]


16
Jun

Monday Morning – One Eye On Saudi Arabia, One On The Haynesville Shale.

    In Today's Post: Commodity Watch Stocks We Care About Today Odds & Ends Commodity Watch Crude Oil fell 3% last week to close at $134.40. This morning crude is trading up over $2 after initially selling off on the following: Saudi Arabia To Bump Production To 9.7 MM Bopd. Saudi Arabia said it […]


15
Jun

Wrap – Week Ended 6/13/08

  Holdings Watch: Closed positions for the week ended 6/13/08. It was a slow week for closing out positions as most of June options went over board in the last couple of weeks. Look for a little more activity in the coming week as I will be about as far away from my screens and […]


13
Jun

T.G.I.F.

In Today's Post: Holdings Watch Commodity Watch Stocks We Care About Today – GLBL, Dry Bulker comments, E&P Bubble Charts Odds & Ends Holdings Watch: – The Wiki tab at upper left is updated. I will raise a little more cash today as my end of the month trip approaches.  DUG – Sold the DUG […]


12
Jun

Thursday Night Gas Storage Review

Natural Gas closed $0.14 at $12.80 as a smaller than expected build in gas inventories helped drive the July contract to near record levels. EIA reported and injection of 80 Bcf into gas storage, 10 Bcf shy of Consensus and my own estimate for the week's change. A combination of warmer than normal weather (which […]

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