Archive for the 'Uncategorized' Category


18
Jul

Wednesday Morning – COG

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. . Market Sentiment Watch:  In today's post please find the oil inventory preview (another week, another expected draw), the natural gas preview (as expected, consensus is forming up close to last week's report (maybe a bit high)), an updated catalyst list table and cheat sheet for COG, and some other odds and ends.  Please see […]


17
Jul

Tuesday Morning – MTDR

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. . Market Sentiment Watch: Expect continued sawing action as we approach 2Q18 reporting season. News flow remains low in energyland but will pick up at the end of this week and grow next week.  In today's post please find the early read on oil inventories, an updated Catalyst List for MTDR, an updated cheat sheet for […]


16
Jul

Monday Morning

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. . Market Sentiment Watch: All eyes on Helsinki. Expect news flow to start to pick up more this week and note that energy earnings for 2Q18 kicks off Friday with the SLB report. In today's post please find The Week That Was and some other odds and ends.  Please see the Housekeeping Watch at the […]


14
Jul

Wrap – Week Ended 7/13/18

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. . The ZLT was up 0.8% last week. The Blotter is updated (there were no trades in the ZLT last week). ZLT Cash remains at 18%.  ZLT positions will be updated on Sunday.  Questions and comments under The Wrap will be addressed in the Monday post.  Interested in Z4 Research? Check out the How […]


13
Jul

Friday Morning – PE

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. . Market Sentiment Watch: Summer doldrums continue. We continue to prep for the 2Q18 reporting season. In today's post please find the the natural gas review (in line, increased the deficit to the five year average to back over half a Tcf; look for a similar sized injection next week), an updated catalyst list […]

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