Archive for March, 2018


Wrap – Week Ended 3/23/18

. . Energy was a mixed, largely neutral, bag last week as the broad markets retreated sharply under concerns of trade wars.  Oil outperformed on another solid weekly report out of EIA and increased Middle Eastern tensions.  The Blotter is updated.  Questions and comments under The Wrap will be addressed in the Monday post.  .


Friday Morning – Unsettled Markets

. . Market Sentiment Watch: I leave for a little while and we get a new recent high for oil and increased concern over a possible trade war. And actual war. Hmmm. Overnight China announced plans to retaliate against 128 US products.  From a fundamental standpoint, the oil inventory normalization picture continues to improve at a […]


Spring Break – Monday to Thursday Post

. . We are on Spring Break. We will have limited connectivity but plan to check in several times each day. If you see news on one of our names or names of interest please mention it in the comments section as we may not be immediately aware of it or email me at […]


Wrap – Week Ended 3/16/18

  . This Friday's graphs of interest watch:



. . Market Sentiment Watch: Treadwater action for a third week. In today's post please find the natural gas review (essentially in line, looking for another significant withdrawal next week – please see comments in commodity watch section), the Permian Short Form Multiples (of interest as we begin making changes to the ZLT),  and some other odds and […]

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