Archive for March, 2012


Monday Morning – Ben Boost

  Market Sentiment Watch: Last week of the quarter, and data is focused on the consumer so expect increased volatility. Nearly all of the ZLT names will be presenting at the annual Howard Weil conference this week and while the presentations are not webcast the conference should spawn a plethora of mid quarter operations update […]


Wrap – Week Ended 03/23/12 (In Progress)

More comments to follow over the weekend …   Holdings Watch: The Blotter is updated, click here to access The ZMT and ZLT are updated, click here to access 


It’s Good To Be Back Friday

  Market Sentiment Watch: Thanks much to BOP, Zorg, and all for keeping the site alive during my annual writing prohibition week. Good job, very informative, and I'd note with very few song lyrics and off topic forays. If you had something that I failed to address in my absence please let me know about and […]


Tuesday morning – Still On Spring Break

Still on Spring Break .. And finally made it to what's probably the most deserted beach in America last night …thanks for keeping the site alive during my absence … made for good reading between train stops yesterday …. Housing starts and Bernake speech in focus today. Just a couple of thoughts for now:


Monday Morning – Spring Break Day 2

Still on Spring Break but here’s a fresh post to comment under. Thanks much to all for last friday’s comments. Last week ended on a strong note for the group but without much in the way of sector news aside from continued strength in crude (oil ended just under $108) and lack of significant further […]

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