Archive for August, 2021


31
Aug

Tuesday Morning – PWR

. . Housekeeping Watch: Have an issue? You can always reach us at the contact points on the Contact link at left. If we don’t respond to an email just about immediately it likely went to spam. You can text us a heads up as to that at our listed phone number.  In today’s post please […]


30
Aug

Monday Morning

. . In today’s post please find: The Week That Was, The Five Things, and some other odds and ends. In case you missed The Wrap please click here.   Ecodata Watch: We get pending home sales (no forecast, last read was -1.9%) The Week Ahead:  Tuesday – Case-Shiller home prices, Chicago PMI, consumer confidence, […]


28
Aug

Wrap – Week Ended 08/27/21

. . Solid week in the greater energy space.  We made some changes early in the week adding weight to our gassy position and increasing our net count of names in the segment briefly with a new name addition before exiting our long held VEI position with a 10% gain to average cost (we owned […]


27
Aug

T.G.I.F.

. . Market Sentiment Watch: Market eyes on Chairman Powell as he speaks at Jackson Hole at 10 am EST and Covid cases. Energy eyes on tropical storm Ida (stay safe Louisiana), Libya, and next week’s OPEC+ meeting (9/1/21).   Housekeeping Watch:  Are we using the correct email for you?  If you’re not getting ZBLAST’s […]


26
Aug

Thursday Morning – Natural Gas Macro

. . In today’s post please find: the oil inventory review (positive side of neutral type report), Natural Gas Macro Slide Shows, the natural gas preview, and some other odds and ends.  Ecodata Watch: We get jobless claims at 8:30 am EST (F = 350,000, last week was 348,000), We get the 2Q21 GDP revision at […]

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