Archive for the 'rexx' Category


04
Feb

Thursday – Oil Inventory Review and Natural Gas Preview

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. . Market Sentiment Watch: Market eyes split between thoughts on NFP tomorrow, Yellen's testimony next week, and the ongoing chatter surrounding an emergency OPEC meeting. In today's post please find the oil inventory review (not great on the whole though we take issue with data on the gasoline side and on the production side (see […]


22
Jan

Friday Morning

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. . Market Sentiment Watch: Volatility remains high. In today's post please find comments on the weekly natural gas storage report (inline withdrawal), the oil inventory report (bigger than expected headline crude number but a nice bounce in apparent gasoline demand and oil production is set to start tracking lower again near term), a follow up on the HK […]


10
Nov

Tuesday Morning

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. . Market Sentiment Watch: Fed fears back to driving markets.  In energy land, oil eased on thoughts on a stronger dollar even as the dollar failed to rally while EIA noted further acceleration from the Big Five Shale plays is on the way (as previously noted). In today's post please find comments on the […]


09
Sep

Wednesday Morning – TPLM

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. . Market Sentiment Watch: Another day, another massive broad market swing. We could care less about that stuff but see market pundits talking about exhausted investors. If that exhausts you you're probably watching it too closely with too short term of a mindset. We continue to plan to add to ZLT positions in a […]


18
Aug

Tuesday Morning

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. . Market Sentiment Watch: More summer doldrums as the energy sector wades through the rest of summer with little in the way of new news to offer. In today's post please find a wrap and cheat for REXX, macro comments from Enercom presenters yesterday, a look at our gassy names hedge positions, and some other […]

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