Archive for November, 2014


23
Nov

Wrap – Week Ended 11/21/14

. . All questions under the wrap table will be addressed in the Monday post. If you have questions about the site please email them to zman@zmansenergybrain.com.


21
Nov

Friday Morning

. .   Market Sentiment Watch: With no economic data to be released today and option expiry we would normally expect a dull session. However, the first rate cut from China in over two years and dovish comments from the ECB are sending futures higher early. In energyland, all eyes remain locked on Iran nuclear […]


20
Nov

Thursday Morning

. . Market Sentiment Watch: All energy eyes focused on Iran and OPEC next week. Expect more OPEC ministerial chatter after Iran deadline passes on the 24th.  Energy is largely traction-less at the moment as moves amount to noise before next week. Gassier names are trying to put in bottoms having made oddly sympathetic moves […]


19
Nov

Wednesday Morning

. . Market Sentiment Watch: Very little traction in the group as buyers remain on strike in front of next week's big events. We have resumed sitting on hands after having made a few small Trading position adds over the course of the 3Q14 reporting season.  In today's post please find a debt metrics update […]


18
Nov

Tuesday Morning

. . Market Sentiment Watch: Expect low E&P news flow but rising OPEC chatter between now and month end. On the oil watch side of things, prices continue to be suppressed in front of events at the end of the month. Not surprisingly, in E&P, buyers remain on strike. In today's post please find a […]

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