Archive for September, 2017


Monday Morning

. . Market Sentiment Watch: Two weeks of traction for group now found, more please. In today's post please find The Week That Was, the ZLT Positions update (all but two of our positions were up last week and cash drifted down to 22% of total), Permian multiples, and some other odds and ends. If you […]


Wrap – Week Ended 09/22/17

. . The ZLT was up ~ 4% last week. The XOP was up 5%. The OIH was up 2%.  Questions and comments under The Wrap will be addressed in the Monday post.  Thanks for your well wishes over the last week.  They were very much appreciated.  I've told the story more than enough for […]


Thursday and Friday Morning

. . Market Sentiment Watch: Energy groups continue to find traction. Interesting. We have an abridged post today, please see Housekeeping Watch below. In today's post please find a quick  oil inventory review (bigger than expected crude build though less than we expected, larger than expected draws on gasoline and especially distillates) and some other odds and ends.  […]


Wednesday Morning

. . Market Sentiment Watch: See housekeeping watch below. In today's post please find comments and an updated cheat sheet on JAG, and comments on OAS / OMP, the oil inventory preview (we expect a bigger than Street crude build but note API delivered a much more bullish (as weekly data goes) set of date (see […]


Tuesday Morning- REN

. . Market Sentiment Watch: Group seeking traction and major trend reversal. Both for the equity industry sub groups and for oil and natural gas.  In today's post please find the early read on oil and natural gas inventories, comments on REN, comments on JAG, and several other odds and ends.  Ecodata Watch: We get Housing […]

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