Archive for September, 2013


Tuesday Morning

Market Sentiment Watch: Market nerves showing as another round of D.C. drama draws near.  In today's post please find the Catalyst List Update Part III, another game changing transaction by EOX (acreage add, rig add, 2014 guidance which looks like a bag job and two equity offerings), and some other ends.  Ecodata Watch: We get Case-Shiller home price […]


Monday Morning

    Market Sentiment Watch: Big week for consumer data (confidence, spending, sentiment all due this week). In energy land we expect the next three weeks to see the release of the usual late quarter operations updates with some of the pre-announced volumes for 3Q13 arriving in another few weeks but key well update likely […]


Wrap – Week Ended 9/20/13

Hockey Stick Watch: The second half of 2013 has, so far, been good to us. Year to date: ZLT A up 42.9% ZLT B up 41.8% ZLT C up 45.3% Not patting ourselves on the back but just making a comment (see #1 circle below) because it's important to note the hockey stick turn in performance. The last few […]


Friday Morning – Catalyst Update Part II

Market Sentiment Watch: No ecodata today and equity options expiration likely to make for a dull-boy-style session. In energy land, newsflow was lighter this past week over the prior two weeks but we expect a pick up in the near term as 3Q draws to a close. EPA will release carbon capture rules today for new coal […]


I Get By With A Little Help From My Ben Thursday

  Market Sentiment Watch: Market rallied yesterday on it's ongoing need for stimulus. Bernanke charted a safe course when discussing growth and inflation (not too hot in either case, and not too cold in the case of the economy). The DJIA and SPX closed at record levels. And we came one step closer to taking […]

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