Archive for May, 2020


Wrap – Week Ended 05/29/30

. . ZLT up 8 of the last 9 weeks. Renewables in the top 5 positions helping to drive that. . Questions and comments under The Wrap will be addressed in the Monday post. . There were no trades last week. The Blotter is updated. . Last week’s free stuff: Broadwind Has Towering Potential And […]



. . Market Sentiment Watch: U.S. / China tensions in focus with Trump set to hold a press conference today (time not provided), Riots, Trump vs Twitter, Covid-19 increases in new areas, 1 in 4 Americans has now filed for unemployment, new payroll numbers next week … all reasons for a market pause (not sure we […]


Thursday Morning – Dueling Inventory Reports

. . Market Sentiment Watch: Energy eyes concerned about Russian thoughts on easing or extending cuts (yes, again) and the coming OPEC+ meeting, Market eyes on U.S. / China tensions (on multiple fronts) as congress prepares sanctions. In today’s post please find: the natural gas inventory preview (consensus is drifting a bit below us, expect […]


Wednesday Morning – Gassy Players Update

. . Market Sentiment Watch: Reopening optimism in play. China / India should be watched. Upcoming OPEC+ meeting will garner increasing attention. In today’s post please find: the early read on oil inventories (benign set of numbers expected) (note that due to the holiday we don’t get the weekly report until tomorrow), the very early […]


Tuesday Morning

. . Market Sentiment Watch: Short week. Watching U.S./Iran, U.S./China, gasoline, cluster spikes. In today’s post please find: The Week That Was, The Five Things, Look for the Gassy Players update in tomorrow’s post, and some other odds and ends. In case you missed The Wrap please click here. Ecodata Watch: We get Chicago Fed […]

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