Archive for March, 2018


Wrap – Week Ended 3/30/18

. . Our largest position, RSPP, was acquired by CXO (unowned) in an all stock transaction on Wednesday. Please see the Wednesday and Thursday post for thoughts.  In case you missed it, the natural gas summary table and the natural gas graphs were added to the Thursday post.  Last week the ZLT was up 4.7% […]


Thursday Morning

. . Market Sentiment Watch: Markets remain unsettled. In today's post please find the oil inventory review (headline numbers positive in aggregate, crude stocks normally build this time of year and the deficit to the five year average increased despite an unexpected smallish build, combined products drew more than expected, net imports remain tame (exports are […]


Wednesday Morning – RSPP Gets Acquired

. . Market Sentiment Watch: Unsettled market conditions persist. Increase talk of a Dow bear market. In today's post please find the oil inventory preview, the natural gas inventory preview (looking for a big number this week by historical standards … the idea of a premature end to the withdrawal season is now a distant memory), […]


Tuesday Morning

. . Market Sentiment Watch:  In today's post please find the early read on oil and natural gas inventories inventories, Permian hedges, Permian stock performance vs key metrics, comments on ECR, and some other odds and ends.  Ecodata Watch: We get Case-Shiller home prices at 9 am EST (no forecast, last read was 6.3%),   […]


Monday Morning

. . Market Sentiment Watch: Unsettled Markets, still. In today's post please find The Week That Was, an updated cheat sheet for JAG, and some other odds and ends.  Please see comments in the the Holdings Watch section.  Ecodata Watch: We get Chicago Fed at 8: 30 am EST (no forecast, last read was 0.12). […]

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