Archive for the 'Uncategorized' Category


08
Apr

Wednesday Morning – Natural Gas Slide Show

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. . Market Sentiment Watch: Covid on the market’s mind. Covid-19: Four Covid-19 tracker sites are bookmarked at right. We note flattening of the curve commentary out of NY which saw its highest single day death toll on Tuesday. This is good news but we note the U.S. has a long way to go as […]


07
Apr

Tuesday Morning – SWN

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. . Market Sentiment Watch: Covid-19: Positives from Italy, Spain and potentially New York in terms of case numbers. Testing of treatments and vaccines continues to broaden. We expect this to be a process of absorbing waves of bad news. We see the market as largely factoring a quick return to normalcy and a V-up […]


06
Apr

Monday Morning

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. . Market Sentiment Watch: In energy land all eyes are on the U.S., Saudi, Russia version of OPEC+ which is already seeing formation pains in the form of wild claims, accusations, and delays. This should not be surprising. On the economic front, things are temporarily depression level bad: Jobless claims soared last week (more […]


04
Apr

Wrap – Week Ended 4/3/20

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. . The blotter is updated. . Questions and comments under The Wrap will be addressed in the Monday post. . Have a safe weekend, vitamin sunshine if you can. . .  


01
Apr

Wednesday Morning – Welcome to 2Q20

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. . Market Sentiment Watch: “Dow closes out worst quarter in history” “Terrible quarter for energy” with S&P Energy down 51%. Our largest position, COG, was down $0.04. Our next 4 positions are renewables. Yes, we have many many names that fall massively during the quarter but what we own has staying power and so […]

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