Archive for the 'Uncategorized' 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 […]


03
Feb

Wednesday Morning

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. . Market Sentiment Watch: Most eyes on oil and NFP at week's end and then the Fed Chairman's testimony next week.  Energyland has resumed trading in fear of inventory levels that are elevated but not swelling out of line with normal growth this time of year due to seasonally lower refinery maintenance levels. So far, […]


02
Feb

Tuesday Morning – CPE, Permian

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. . Market Sentiment Watch:  Quiet day on the economic data front before the storm of data on Friday. Oil continues to move with the OPEC / Non OPEC cooperation or lack thereof rumor mill. We continue to do our homework and sit on our hands as far as trades in front of what was expected to […]


01
Feb

Macro Monday Morning

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. . Market Sentiment Watch: China PMI came in at 49.4 for January vs 49.7 in December and consensus of 49.6. U.S. economic releases and earnings should dominate this week's market mood more than last week.  In energyland, interesting earnings move back to a trickle this week though we do expect more names to release updated preliminary […]


30
Jan

Wrap – Week Ended 01/29/16

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. . The ZLT D ended the week up 8% (roughly in line with the energy indexes) and is down 6% year to date (also in line with the oilier benchmarks). The Blotter remains updated as we have not added to any positions so far in 2016 having expected a rough time in the group […]

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