Archive for the 'Uncategorized' Category


28
Jul

Tuesday Morning – SWN, BCEI

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. . Market Sentiment Watch: China fears continue to weigh on oil and therefore the group. The group remains tractionless with leadership names continuing to fall and high to modesty leveraged small and mid cap names underperforming. We are patiently (very slowly) adding short term positions into weakness and increasingly disposed to add longer term positions this fall. We're […]


27
Jul

Monday Morning

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. . Market Sentiment Watch: Fed in focus for the broad markets. In energyland, investors continue to exhibit extreme concern over E&P leverage and OPEC over production. We see mid leverage names getting lumped in with (sold heavily) the truly strapped names. Hedges being disregarded, even ones that are strongly hedged in 2016. We see M&A chances increasing […]


25
Jul

Wrap – Week Ended 7/24/15

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. . Questions and comments under the Wrap will be addressed in the Monday post. Have a question about the site? Email zman@zmansenergybrain.com. . Click the link directly below this to … 


24
Jul

Friday Morning – COG

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. .   Market Sentiment Watch: Same story different day. Selloff over done in our view but doesn't mean it stops now. We're closer to adding short term positions and generally not looking to punt long held positions now. Valuations are expected to look stretched after a price decline but after the recent re-drop, more names […]


23
Jul

Thursday Morning

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. . Market Sentiment Watch: Baby and bathwater action continues in the group against he backdrop of renewed, strengthened negativity for oil prices in the near and ongoing apathy for natural gas.   In today's post please find the natural gas inventory preview, the oil inventory review (pretty neutral – build due to imports, production held flat […]

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