Archive for September, 2017


Tuesday Morning- REN

. . 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 […]


Monday Morning

. . 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 […]


Wrap – Week Ended 09/15/17

. . 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. .


Friday Morning – Natural Gas Storage + JONE

. . Market Sentiment Watch: In today's post please find the natural gas inventory review (bigger than expected build, and we expect another big one next week as well), comments on JONE, comments on REN, and some other odds and ends. Next Friday OPEC plans to meet to discuss among other items enhanced monitoring of exports (should […]


Thursday Morning

. . Market Sentiment Watch:Delivering traction. In today's post please find the oil inventory review (bigger than Street expected crude build (smaller than our expectation), failure of imports to bounce (instead retreated but should recover next week), failure of EIA to properly adjust the weekly (so far and we have our doubts that they will near […]

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