Archive for May, 2013


Monday Morning – More 1Q13 Wrap

    Market Sentiment Watch: This week we plan on doing more Spring Cleaning trades and rearranging of positions within the ZLT. See the Holdings Watch section below for an updated pie exposure chart.  In today's post please find comments on last week's happenings in energy land in The Week That Was, the ZLT exposure pie graphs, […]


Wrap – Week Ended 05/17/13

A new pie exposure graph will be included in the ZEB Positions tab later this evening The ZLT C and broader ZLT and ZMT positions pages will be updated this evening.  This piece on MCEP was published on Seeking Alpha late last week, updating numbers for their new acquisition.       


Expiry Friday

Market Sentiment Watch: Expecting a quiet expiration day a day after markets retreated on the suggestion by a non voting member of the Fed that bond buying could ease over the summer and end by year end. Sounds like a trial balloon and besides, the market could use a breather. In energyland things are pretty quiet but […]


Thursday Morning – NFX and Other Stuff

      Market Sentiment Watch: Japan's economy grew faster than expected … hey, just look for today's reasoning for another rally. WMT missed by a penny and guided just under Street for 2Q13. And then another wave of U.S. economic data hit and was largely worse than expected with a big dip in housing starts […]


Wednesday Morning

Market Sentiment Watch: Broad markets continue to rise in tandem with OK ecodata. Commentary out of Europe is a netrual to bearish (France is in recession, German data was weakers but England looks brighter).  In energyland, yesterday was a better one for energy equities  and while I don't generally comment on the day to day trading […]

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