Archive for the 'tplm' Category


14
Apr

Thursday Morning – AR, SDCJF

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. . Market Sentiment Watch:  In energyland expect volatility going into the weekend from the pre Doha meeting rumor mill and from IEA's comments out today where the French prose continues to turn more bullish (recall February monthly – dire warnings of rising surplus, March edition – "light at end of tunnel?", now April "market balance draws near").  In today's post please find […]


09
Dec

Wednesday Morning

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. . Market Sentiment Watch: Nervous market conditions persist. In energyland expect a modest pick up in news flow into year end followed by a bigger one in early 2016 as companies finally guide for the new year (much delayed like last year due to oil and natural gas price uncertainty). In today's post please find […]


08
Dec

Tuesday Morning

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. . Market Sentiment Watch: Broad market feeling pressure from commodities in front of the Fed decision next week. Energyland remains pressured by: a) oil price fears in he wake of the expected OPEC inaction (expected or not, post meeting slippage was to be expected as well) and b) a near term warm forecast on […]


10
Sep

Thursday Morning – Dualing Inventory Reports

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. . Market Sentiment Watch: We continue to await real traction in the group and are sitting on our hands on long term adds (as we have been for months now) while trading opportunistically in the ZMT. In today's post please find the oil and natural gas inventory previews (we get both reports today due to […]


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 […]

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