Archive for May, 2014


Wrap – Week Ended 05/30/14

Another pretty good week for the group taking the ZLT to within inches of its all time highs. Light on the new positions side of things this week but we did add to one position following a bit of post 1Q14 report weakness a secondary and to PVA on Friday in the midst of a sell off […]


End of May Friday

. .   Market Sentiment Watch:  In today's post please find the natural gas inventory and oil inventory slide shows and some other odds and ends including a cheat sheet update on PDCE and the ZLT pie and some updated portfolio snapshots as we wrap up this short, quiet, green week in the group.  Ecodata Watch:  […]


Thursday – Dual Inventory Reports Plus TAT

. . Market Sentiment Watch:  In today's post please find previews for both the natural gas and oil inventory reports that we get today one after the other due to the Memorial Day holiday. It's a weird, short little trading week and so we are wrapping up some requests and taking care of some other […]


Wednesday Morning – Sand, EOG, Sundance and More.

. . Market Sentiment Watch:  Market had that summery feel to it yesterday despite the green action in the group. We continue to use this time of year to update files, listen to conference calls we may have missed, and generally make sure the ship is in order.  Look for more balancing trades in the […]


Welcome Back Tuesday

. .    Market Sentiment Watch: This is generally one of the slowest trading weeks of the year in the energy space so we will try not to bore you. In today's post please find The Week That Was, the Catalyst List Part II update for May, and some other odds and ends.  Ecodata Watch: We get […]

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