Archive for January, 2018


Wednesday Morning

. . Market Sentiment Watch: Nervous group as we start to see 2018 budgets roll out. In today's post please find the oil inventory preview (chances of crude builds are building weekly now, with product builds starting to fall off as an offset), the natural gas storage preview, pre analyst day comments on ECR (to […]


Tuesday Morning – Catalyst List Update, ECR, PE

. . Market Sentiment Watch: News flow picking back up in the group. In today's post please find the 4Q17 Catalyst Update part 1, an updated ECR cheat sheet in front of tomorrow's analyst day,  comments on the PE operations update (weather and non core sales likely to weigh on the name early), and some other odds […]


Monday Morning

. . Market Sentiment Watch:  In today's post please find The Week That Was,  names of interest reporting this week, and some other odds and ends. This week look for the start of Catalyst List updates as we prep for 4Q17 reports from our upstream names in coming weeks.  Ecodata Watch: We get Personal Income at […]


Wrap – Week Ended 1/26/18

. . The ZLT was up ~ 1% last week and is up 3.4% on the year.  The Blotter is updated. The ZLT Positions Page will be updated in the Monday post.  Questions and comments under The Wrap will be addressed in the Monday post.  Questions about the site can be sent to Have a […]



. . Market Sentiment Watch: All eyes on GDP. All energy eyes on group traction vs the commodity. In today's post please find the natural gas storage review (bigger than expected and our theoretical storage trough and peak have been revised lower), an updated version of So Far This Quarter, Rover comments, next week's Calendar, and […]

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