Archive for June, 2019


Tuesday Morning

. . Market Sentiment Watch: Energy eyes on inventories tonight and tomorrow, the Fed, and then thoughts on the global economy (Trump casing a negative eye back towards Europe this morning?). In today's post please find new charts and some notes in the Holdings Watch section, a requested cheat sheet update for CPE, and some other […]


Monday Morning

. . Market Sentiment Watch: Oil macro data slows back down this week with bulls not contending with big 3 reports (STEO, OPEC, IEA last week) but still needing a better looking set of weekly data. In today's post please find The Week That Was and some other odds and ends.  Ecodata Watch: We get Empire […]


Wrap – Week Ended 6/14/19

. . No trades last week as we continue to sit on hands during the group pullback from the April highs.  . The Blotter is updated.  . Questions and comments under The Wrap will be addressed in the Monday post.  Questions about the site can be directed to   .  



. . Market Sentiment Watch:  In today's post please find the the natural gas review (smaller than expected build, still 10% below five year average; next week look for a smaller than this week and smaller than year ago injection as production growth continues to slow and gas-fired generation, despite the mildness in the middle, […]


Thursday Morning – OPEC, Permian Players

. . Market Sentiment Watch: This post is open to the public. The Holdings Watch Grids will be tabled until Friday. Oil is up a touch this morning on two apparent tanker attacks in the Gulf of Oman (see below).  In today's post please find the oil inventory review (not as bearish as API or recent […]

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