Archive for November, 2013


Wrap – Week Ended 11/22/13

Comments on the past week's news and actions will be included in the Week That Was Section of the Monday post.  ZLT Stats – Last week we completed the post quarter update of the expanded ZLT stats. Please see the WIOWIO & ZLT Stats page for our holdings in graphical format.  Holdings Watch: We added to […]



Market Sentiment Watch: YoYo market continues, especially for the E&P group (both gassy and oily) where "they" either hate them all or love them all from day to day. This too shall pass and given the underlying fundamentals of the ZLT it's a win-win for us. Take our names off on no good logic and we […]


Thursday Morning

  Market Sentiment Watch: Market has that nervous feeling to it again and we see headlines about bublbes in various sub markets and then see other stories about how bullish it is that the bubble story count is currently so high.  Our view is that the market could use a little break and the group […]


Wednesday Morning – ZLT Stats Part III Update plus PVA Notes

Market Sentiment Watch: YoYo market continues (we'll get to recycle that headline for a little while now). All eyes will be on the Fed minutes today but after reassurances from Ben last night I'm guess the monthly almost photocopied note will have little new to offer. Yesterday we rounded our our positions in the ZLT G […]


Tuesday Morning – ZLT Stats Part II Update

Market Sentiment Watch: YoYo market continues, swayed by big investor comments (Icahn warning about market levels being brought about by cheap debt and not good management – pretty typical Icahn stuff) and influential Fed speaker chatter (Dudley yesterday commenting that the economy may indeed be doing better which is seen as potentially anti stimulus leaning). […]

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