Archive for the 'oas' Category


10
Aug

Monday Morning

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. . Market Sentiment Watch: Busy week on the energy data front.    In energyland, all eyes remain on oil and this we get a raft of new data from IEA, EIA, and OPEC.  Look for some rebalancing trades in the ZLT in the next two weeks.  In today's post please find The Week That Was, some quick follow […]


05
Aug

Wednesday Morning – Earnings Tsunami

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. . Market Sentiment Watch: Group traction levels still low as default fears grow within the E&P group (as indicated by a recent rapid further advance in the group high yield spread).  In today's post please find comments on a flood of owned and unowned names we care about holding 2Q15 conference calls today. Due to the shear […]


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 […]

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