Archive for the 'oas' Category


21
May

Thursday Morning – OAS

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. . Market Sentiment Watch: Data today and Fed speeches today (Fischer) and tomorrow (Yellen) in focus before the long weekend. In energyland, news flow remains at a trickle.   In today's post please find the natural gas inventory preview, the oil inventory review (fairly positive as most pieces of the puzzle continue to move in the right […]


07
May

Thursday Morning – More Earnings Avalanche

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. . Market Sentiment Watch: Nervous broad market backdrop has returned. Please see our comments in the Commodity Watch on the oil inventory report and then in the summary section for near and medium term thoughts on oil.  In today's post please find the natural gas inventory preview, the oil inventory review, and comments on another swarm […]


15
Apr

Wednesday Morning – Catalyst List Update Part III

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. . Housekeeping Watch: We conducted a software "upgrade" last Friday and one of the changes to the site was the removal of the "Login" link at upper left. Please use the "Admin / Login" link at upper right to log in to the site. If you need assistance, please email us at zman@zmansenergybrain.com.  Market Sentiment Watch: Happy […]


19
Mar

Thursday Morning – OAS

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. . Market Sentiment Watch: Fed out of the way after giving the market pretty much exactly what it wanted yesterday (that's debatable but market reaction to comments was not). Our sense was that the Fed for the first time in recent history may have been talking to tame the dollar and it makes one wonder […]


04
Mar

Wednesday Morning – LPI, AR, OAS

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. . Market Sentiment Watch:We are starting to see progress (or expectations being met) on a number of points from our early February Presure Relief Valve list here (most notably in the area of balance sheet repair and enhancement). In energyland, more eyes than usual will again be focused on the EIA oil inventory. Another large build […]

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