Archive for February, 2014


Wrap – Week Ended 02/21/14

. . Busy past week as E&P earnings season accelerated. Notes are in the daily posts and will be summarized in The Week That Was section of the Monday post.   The calendar for next week will be up over the weekend on the calendar tab and it's going to be a whirlwind with 14 owned names […]



. .   Market Sentiment Watch: Today is an options expiry Friday so look for fairly listless market action after Existing Home Sales are announced later this morning. The US vs Canada hockey game at 12 pm EST should add to market listlessness.  In today's post please find the oil and natural gas inventory slide shows, […]


Thursday – Dualing Oil and Natural Gas Inventory Reports Plus Earnings Avalanche

. . Market Sentiment Watch: Ugly numbers out of China with HSBC flash PMI falling to 48.3 vs 49.5 final for January. Most talking heads will start jabbering about "risk off" now.  We find that too simple and remind readers that our names do not need nor do we want or expect ever spiraling higher oil […]


Wednesday Morning

. . Market Sentiment Watch: All eyes on on Housing and Fed minutes. In energy, stronger commodity prices are spawning moves higher in our names.  Generally we don't see a need for higher commodity prices but given the retrenchment in share prices since October we're not going to complain (all but one set of ZLT accounts […]


Welcome Back Tuesday

. .    Market Sentiment Watch: Market eyes focused on Fed comments tomorrow BUT every financial talking head on the planet will very likely come to the conclusion before the notes that there will be no change to the taper and that WEATHER is a big factor in all the weak ecodata. In today's post please […]

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