Archive for October, 2016


25
Oct

Tuesday Morning – 3Q16 So Far, CRZO, SWN

. . Market Sentiment Watch: The group (and the broader market) remains mired in the sideways trade. In today's post please find a post quarter updated cheat sheet for SWN, comments on the CRZO (nice deal), the first iteration of 3Q16 So Far, and some other odds and ends.  Ecodata Watch: We get Case-Shiller home price index at 9 am […]


24
Oct

Monday Morning

. . Market Sentiment Watch: Another big week on the economic data front as markets look for clues as to whether or not we get a pre end of year rate cut. We see this as noise.  It's more likely than not we get one and we don't really care. In today's post please find […]


23
Oct

Wrap – Week Ended 10/21/16

. . The ZLT ended last week down 0.7% and is up 36.5% YTD.  The XOP was up 0.7% and is up 25.5% YTD. Questions and comments under The Wrap will be addressed in the Monday post.  If you have questions about Zman's Energy Brain check out the How To ZEB link at upper left […]


21
Oct

Friday Morning – SWN, SLB, and more

. . Market Sentiment Watch: Expecting a slow day. In today's post please find comments on earnings from SWN (solid, building a case to see modest growth in 2017 as EBITDA leaps), SLB (macro points to balance), as well as comments on the natural gas storage report (slightly bigger than expected), and some other odds and […]


20
Oct

Thursday Morning

. . Market Sentiment Watch: In energyland, the sideways trade (with upward bias) continues as we move into the first half of earnings season. Look for our 3Q16 So Far piece early next week. In today's post please find comments on the oil inventory report (mixed bag with oil popping on an imports driven unexpected crude […]

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