Archive for December, 2008


Wednesday Half Day

Oil inventories at 10:35 EST, gas at Noon EST, equity market closes at 1 pm EST today. This is probably the slowest news day of the year except for maybe Friday. If I don’t talk to you in comments have a Merry Christmas.  In Today’s Post: Holdings Watch Commodity Watch Oil Inventory Preview Natural Gas […]


Tuesday Morning (In Progress)

    In Today’s Post: Holdings Watch Commodity Watch Crack Spread Update Stuff We Care About Today Odds & Ends Holdings Watch: (SWN) – $10KP Trade – Added (2) SWN January $30 Calls (SWNAF) for $1.55 with the stock at $27.30. Commodity Watch: Crude oil fell $2.45 to $39.91 yesterday. Blame weak eco news out […]


Monday – Get Ready For A Holiday Light Week

  Holiday Schedule: Monday and Tuesday – Business as usual except the A-team is off the desk, hanging in the Hamptons and commiserating about their pea sized bonues. Meanwhile, the B-team  has been sacked and the C-team, accustomed to answering the phones and dashing out for coffee and dry cleaning, is running the trading show […]


Wrap – Week Ended 12/19/08

  1) OPEC Watch: The Cartel That Cried Cut Too Often. I’m not going to belabor the point since its Sunday but this is the wrap of the prior week and I just want to go down on record as saying OPEC over-played their hand from opening headline to re-engineering the date from which the […]


SWN 12/19/08 Operations Update

  SWN Outlines Budget, Growth Capex of $2 billion, $1.78 B on E&P and of that $1.5 B on the Fayetteville Shale vs $1.4 B this year. This will be one of the few E&Ps you see with up capex 2009 vs 2008 (total capex of $1.7B) 20 to 21 rigs in the Fayettevile, not […]

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