Archive for January, 2016


Wrap – Week Ended 01/29/16

. . The ZLT D ended the week up 8% (roughly in line with the energy indexes) and is down 6% year to date (also in line with the oilier benchmarks). The Blotter remains updated as we have not added to any positions so far in 2016 having expected a rough time in the group […]


Friday Morning

. . Market Sentiment Watch:  Next week becomes busier on the economic data front and our suspicion would be that oil prices will again come under pressure without actual action from OPEC / non OPEC (which we don't expect) given the time of year (maintenance season) and the propensity for larger crude inventory builds (though product […]


Thursday Morning – Oil Inventory Review Plus Natural Gas Inventory Preview

. . Market Sentiment Watch: The Fed struck us increasingly concerned about the economy and potentially about the drag on the economy from foreign markets but tried to maintain a neutral if not optimistic tone so as not to be an additional source of concern. Good luck to them with that. In today's post please find the […]


Wednesday Morning

. . Market Sentiment Watch: Fed watch day. News flow in energyland remains in calm before the storm mode and we'll get more interesting commentary out of the Service and Refining sectors overnight tonight. We are increasingly constructive on natural gas names and this is starting to show up in several of them but are […]


Tuesday Morning

. . Market Sentiment Watch: Fed Watch Eve. In energyland, news flow continues to trickle out but with oil prices as volatile as they have been year to date, upstream players are understandably dragging their feet or as HAL put it yesterday customers are continuously reworking budgets right now and don't know what they will […]

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