14
Nov
.
Housekeeping Watch:
In today's post please find:
- the natural gas inventory preview,
- the oil inventory snapshot preview,
- MGY cheat sheet update,
- SND comment,
- Housekeeping Watch,
- and some other odds and ends.
Ecodata Watch:
- We get jobless claims at 8:30 am EST (F = 220,000 vs 221,000 last week),
- We get PPI at 8:30 am EST (F = 0.2%, last read was 0.0%),
- We get the EIA natural gas storage report at 10:30 am EST.
- We get the EIA oil inventory report at 11:00 am EST.
In Today’s Post:
- Holdings Watch
- Commodity Watch - with oil inventory slide show and natural gas inventory previews
- Stuff We Care About Today - MGY, SND, Week 5 Calendar, Housekeeping Watch
- Odds & Ends
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13
Nov
.
Housekeeping Watch:
In today's post please find:
- the natural gas inventory preview,
- comments on the SND quarter,
- comments on the MNR quarter,
- and some other odds and ends.
Ecodata Watch:
- We get CPI at 8:30 am EST:
- Headline forecast is 0.2%, flat with last month,
- YoY forfecast is 2.5%, last month was 2.4%,
- Core forecast is 0.3%, flat,
- Core YoY forecast is 3.3%, flat.
- We do not get the EIA oil inventory report until tomorrow due to the holiday.
In Today’s Post:
- Holdings Watch - see note
- Commodity Watch - with oil and natural gas inventory previews
- Stuff We Care About Today - SND, MNR, MGY,This week's calendar, Housekeeping Watch,
- Odds & Ends
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12
Nov
Housekeeping Watch: If you need to contact us please use zmanalpha@gmail.com for quicker response.
In today's post please find:
- the early read on natural gas storage,
- comments on the OPEC Monthly,
- comments on the SHLS quarter,
- and some other odds and ends.
Ecodata Watch:
- We get NFIB small business optimism came in at 93.7 vs 92.0 expected adn last months' 91.5.
In Today’s Post:
- Holdings Watch - Busy day yesterday. Also see the additional note.
- Commodity Watch - OPEC Monthly, Some Oily Thoughts,
- Stuff We Care About Today – SHLS, This week's calendar, Housekeeping Watch
- Odds & Ends
Click the link directly below this to ...
Continue Reading »
11
Nov
Thank you Veterans for all you did and continue to do. Miss you dad.
In today's post please find:
- The Week That Was,
- The Week Ahead,
- ENPH comments,
- and some other odds and ends.
In case you missed The Wrap
Eco Data Watch:
- No economic data, bond market closed.
The Week Ahead:
- Tuesday - NFIB optimism, OPEC Monthly,
- Wednesday - CPI, EIA STEO,
- Thursday - Jobless claims, PPI, EIA Natural Gas Storage, EIA Oil Inventories,
- Friday - Import price index, Empire State, US retail sales, industrial production, capacity utilization.
In Today’s Post:
- Holdings Watch - see additional note
- Commodity Watch
- The Week That Was
- Stuff We Care About Today – The Week Ahead, ENPH, Housekeeping Watch,
- Odds & Ends
Click the link directly below this to ...
Continue Reading »
09
Nov
.
The ZLT was up 14.7% on the week last week. We are traveling this weekend so this will be short.
Holdings Watch:
- Last week we added to:
- CHRD (Bakken, cheap, overly beaten down, strong balance sheet, good return of capital player ahead of their 3Q24 call),
- GRNT (high dividend yield, low leverage, rising oil cut, better than expected 2025 guide non-operator/hydrid Permian centric E&P during and after their 3Q call)
- and one pressure pumper last week.
- The trading blotter is updated.
Questions and comments under The Wrap will be addressed in the Monday post.
Questions about the site or for a test drive should be sent to zmanalpha@gmail.com.
Follow us on Seeking Alpha here.
Get notified of free posts by dropping your email in the Get Notified section at upper left.
Thank you veterans, Have a good weekend,
Z
.