Archive for the 'Uncategorized' Category


14
Jul

Tuesday Morning – COP

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. . Market Sentiment Watch: U.S. / China relations may come into more question soon over South China Sea comments, Oil markets focused on OPEC data today and OPEC JMMC recommendation tomorrow, We’re seeing Covid cases in the U.S. noted more frequently in energy related stories now. 15 states and DC issue joint MOU targeting […]


13
Jul

Monday Morning

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. . Market Sentiment Watch: Much bigger week on the economic data front with many eyes focused on jobless claims, OPEC will release the July MOMR tomorrow. This will be the first monthly report with the forecast extended to 2021.  OPEC over the weekend began speaking more to the coming easing of curtailments as it […]


11
Jul

Wrap – Week Ended 07/10/20

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. . Strong week. The ZLT (now with 17 positions) was up a little over 7%. The Energy group benchmarks fell between 3 and 5. The broad market as measured by the SPX was up 1.8%. Renewable names buoyed the portfolio again this week. . The Blotter is updated.  There were no trades last week.  […]


10
Jul

T.G.I.F.

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. . Market Sentiment Watch: Markets were concerned with Covid and maybe Biden (chances of winning and thoughts on taxes yesterday). None of this is very surprising. Energy news flow is traditionally very slow this week of the year and this week has been no exception. Expect a pick up over the next three weeks. […]


09
Jul

Thursday Morning – More Wind

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. . Market Sentiment Watch: All eyes on jobless claims today to make sure we don’t see an uptick (initial claims have been grinding lower for weeks now), Covid-19.  We’re seeing more countries and U.S. states rollback re-openings. In the U.S. new case highs have been set almost daily this week and our sense is […]

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