Archive for the 'Uncategorized' Category


22
Oct

Wednesday Morning

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. . Market Sentiment Watch: Another day with little in the way of newsworthy ecodata in the U.S.  Traction in energyland remains tentative as the E&P and Service groups make an effort to begin sideways trading in advance of the meat of E&P earnings season (some of the large E&Ps will be offering their thoughts […]


21
Oct

Tuesday Morning

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. . Market Sentiment Watch: Nervous market conditions continue. In energyland nerves remain frayed. Our sense is that we are in the early days of bottoming action (sideways trading) in both E&P and Service. The combined comments out of BHI, SLB, and HAL regarding the near and long term activity expectations can be summed up as […]


20
Oct

Monday Morning – HAL, REXX

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. . Market Sentiment Watch: Slow week on the economic data front. In energy land 99% of eyes remain on OPEC and oil prices. We're looking for a bit of stabilization there near term.  In today's post please find The Week That Was (lots in there as always, worth your time to read), comments on the […]


19
Oct

Wrap – Week Ended 10/17/14

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. . Questions / comments under the wrap table will be addressed in the Monday Post.  Holdings Watch: We came off the bench early with Trading and Core Position adds in the ZLT.   The Blotter is updated. ‚Äč If you have questions about the site please email them to zman@zmansenergybrain.com


17
Oct

T.G.I.F.

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. .   Market Sentiment Watch: Two days do not a new trend make.  However, with that said we say, "Thank You Sir, May I Have Another !?!?!"  In today's post please find the natural gas inventory slide show (essentially in line as we continue to approach an expected peak of 3.6 Tcf), the oil inventory […]

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