Archive for June, 2016


Thursday Morning – More Catalyst List Updates

. . Market Sentiment Watch:  In today's post please find the oil inventory review (highlighted by near record refiner throughput, a reversal of imports (moved to near 2016 lows), a further reduction (as expected) in Lower 48 production, and near record gasoline demand), the natural gas preview (another smaller than average injection expected), another installment […]


Wednesday Morning – Catalyst List Update, ECR, SWN

. . Market Sentiment Watch: Summer doldrums take a break as offerings abound. Expect group news flow ebb again near term but to really pick up again week after next.  In today's post please find the first in a series of Catalyst List updates, the oil and natural gas previews, comments on the ECR's new guidance […]


Tuesday Morning – Gassy Update

. . Market Sentiment Watch: Market set to pause/bounce on day 3 post Brexit. In today's post please find an updated and augmented Gassy Players Update (we've added ECR, SJT, and the combined look at RRC and included a few notes to go along with the expanded table to address our recent thoughts on planned changes […]


Monday Morning

. . Market Sentiment Watch: Brexit hangover week. If you read much over the weekend regarding steps forward from here you saw that much remains uncertain. Expect European central bank stabilizing moves this week.  In energyland, most eyes will focus on the crude price reversal. We had seen crude as slightly ahead of itself and don't see a […]


Wrap – Week Ended 6/24/16

. . Through last Thursday the ZLT was up 31.2% YTD.  By the Friday close it was up 25%. Brexit happens.  We added to one Core position during the sell down on Friday and stand ready to slowly add to more names we like in the coming week. The Trading Blotter is updated.  These adds, […]

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