Archive for August, 2014


Monday Morning

. . Market Sentiment Watch: Last week of summer trading. Look for the typical dwindling of volumes as we approach the end of week and a 3 day weekend which many buy and sell side types will effectively stretch to four days. We're using the week to continue to update post 2Q14 group and individual company […]


Wrap – Week Ended 8/22/14

. . Decent week for the portfolios, up 2 to 4% across the ZLT's, as the noise of summer plays out. We spent the week listening to presentations from an energy conference and pulling together post quarter updates on a number of names of interest including CRZO with a version here for Seeking Alpha as well as […]



. .   Market Sentiment Watch: Sleepy summer Friday as the market await's Yellen's speech while keeping an eye on Ukraine which may heat up again as far as the markets are concerned today and this weekend.  In today's post please find the natural gas inventory slide show (bigger than expected injection on mildness last week […]


Thursday Morning – Wattenberg Quick

. . Market Sentiment Watch: Chinese data overnight saw preliminary PMI hit a 3 month low of 50.3 (well below the final reading for July of 51.7) suggesting further slowing in the expansion there. Look for additional stimulative action there soon.  In today's post please find the oil inventory review, the natural gas inventory preview, […]


Wednesday Morning – WPX

. . Market Sentiment Watch: Market in Fed watch mode (minutes today, sound bites out of Jackson Hole tomorrow, and Yellen speaking on Friday). We also have a pick up in eco data tomorrow that could provide a bit more volatility than we've seen in the recently sleepy days of summer. In energyland, in the wake of […]

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