Archive for May, 2023


Wednesday Morning – AR

Housekeeping Watch:  If you sent us an email and didn’t get a response back pretty much immediately it likely was routed to spam. We get A LOT of spam and sometimes miss those notifications. If you think this is the case text us using the contact number on the contact page. In today’s post please […]


Welcome Back Tuesday Morning

.   In today’s post please find: The Week That Was, and some other odds and ends. In case you missed The Wrap As of this morning odds of a Fed Funds hike in June have increased to 61% hike vs 39% pause. Eco Data Watch:  We get Case-Shiller home prices at 9 am EST […]


Wrap – Week Ended 05/26/23

. On this and every Memorial Day we remember and learn again that we owe a debt of gratitude we cannot repay. We thank those who fought and sacrificed to create and defend the Unite States of America. Have a happy, safe, and peaceful Memorial Day weekend. Holdings Watch: We added to one oily upstream […]



. . Housekeeping Watch:  Are we using the correct email for you?  If you’re not getting ZBLAST’s or are getting them at the wrong address contact In today’s post please find: the natural gas review (smaller than expected build; next week look for a larger build – probably the largest of the spring shoulder […]


Thursday Morning – SWN

.  . In today’s post please find: the oil inventory review (bullish report as weeklies go; Big 3 inventories now at lows reached late 2022 and headed lower from here), the natural gas preview, comments and a model/cheat sheet update for SWN,  chat with management comments at MGY, and some other odds and ends.  Ecodata Watch: […]

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