Archive for December, 2008


2008, Goodbye and Good Riddance + Oil and Natural Gas Inventory Previews

  Sentiment Watch: It was the best of years, it was the worst of years. Personally I could have done without the second half. That being said we are now much closer to a bottom than a top in both commodities and many energy equities and today the feeling on the Street is one of […]


Tuesday Morning

  In Today’s Post Holdings Watch Commodity Watch Viewer Mailbag – New SEC Rules & Implications Crack Spread Update Odds & Ends Holdings Watch: SUE – entered SU Jan $22.50 calls for $0.40 with the stock at $19 as a play on bouncing oil and a cheap, overly beat down name. Commodity Watch Crude Oil […]


Monday Morning + Gas Supply Update

The week ahead forecast: light trading into year end, with perhaps a little bottom fishing in the energy names as tax loss selling runs out of steam. I’ve run through the most recent gas supply numbers in the post. Monday – no economic data Tuesday – consumer confidence (yep, still damn ugly) Wednesday – Full […]


Wrap – Week Ended 12/26/08

A week that was ill-attended even by holiday standards with little volume and less news. While the markets did little before Christmas that wasn’t reversed on Friday there are a couple of interesting data points to take away. 1) Rig Counts Continue To Fall. Not unexpectedly both gas and oil counts fell again last week. […]


Short Attention Span Friday

  Short post for a day which shouldn’t and doesn’t really matter. Despite weak looking retail numbers, index futures are pointed higher but I don’t think its too much to get excited about. While the dollar is slightly weaker (again, the poor selling season) Japan is reporting a horrible industrial output drop . I’ll be […]

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