Archive for February, 2019


Thursday Morning – CRC, TPIC

. . Market Sentiment Watch:  In today's post please find the oil inventory review (better than expected for oil and gasoline, overall report positive as weeklies go), the natural gas preview (bigger than normal, trough expectations likely to move lower again next week, setting up an increasingly good starting point, especially in light of gassy […]


Wednesday Morning – Earnings Avalanche

. . Market Sentiment Watch: Busy, busy day. In today's post please find the oil inventory preview, the early read on natural gas storage, and comments on seven names that reported overnight along with a number of other odds and ends. Our comments on some names today may be briefer than normal given the high call volume of the […]


Tuesday Morning – MGY, CDEV, CRZO, RRC, So Far This Quarter

. . Market Sentiment Watch: Busy earnings day. In today's post please find the 3rd edition of So Far This Quarter 4Q18 (17 names and counting), comments on the MGY quarter, comments on the CDEV quarter, comments on the CRZO quarter, comments on the RRC quarter, and some other odds and ends.  Our comments on some names […]


Monday Morning

. . Market Sentiment Watch: Monster week on the economic data front as the government plays catchup. Futures lifted this morning as the U.S. looks to delay additional tariffs set to hit China at week's end due to reports of significant progress.  In today's post please find The Week That Was, this week's earnings calendar, […]


Wrap – Week Ended 2/22/19

. . ZLT up less than 1% on the week (energy in general sagged slightly). ZLT up a little over 18% YTD.  One more big week of 4Q18 earnings ahead.  Look for the next edition of So Far This Quarter in Monday's post.  The Trading Blotter is Updated.  ZLT Positions page will be updated with the Monday […]

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