Archive for March, 2020


Tuesday Morning – MR

. . Market Sentiment Watch: Expecting weak U.S. economic data all week. U.S. Covid-19 data will worsen near term.  See comments on the PXD and PE joint letter to the Texas Railroad Commission below. Overnight China announced better than expected, expanding, manufacturing activity with the official PMI at 52.0 vs expectations of 45.0 and 35.7 […]


Monday Morning

. . Market Sentiment Watch:  Grim week ahead for Covid-19 numbers and economic data. Covid-19 cases are rising as expected on an exponential growth profile. Expectations are one thing, seeing the U.S. death count double from 1,000 last Thursday to over 2,000 by last Saturday is a different matter. NY remains the U.S. epicenter and […]


Wrap – Week Ended 3/27/20

. . Questions and comments under The Wrap will be addressed in the Monday post. . There were no trades last week. The Blotter is updated. . Be safe, stay home (or like us go to wide open spaces with no people), and wash hands. .



. . Market Sentiment Watch:  The House is supposed to pass the CARES (Coronavirus Aid, Relief, and Economic Security) Act today. Covid-19 numbers for the U.S. overtook Italy and China yesterday in terms of identified cases. More poor headlines will arrive next week. Stay safe. Last day of Spring Break around here and I am […]


Thursday Morning – FLMN, MR

. . Market Sentiment Watch: Senate passed the $2T+ Cares Act last night. It moves on to the House where a vote is likely at earliest on Friday. The word “Oil” is not in the bill as far as we can tell and as noted before the provision to refill the SPR was excised. TSA […]

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