21
Sep
.
Housekeeping Watch:
In today's post please find:
- the oil inventory slide show,
- the natural gas inventory preview,
- a requested look at UNTC,
- and some other odds and ends.
Ecodata Watch:
- We get jobless claims at 8:30 am EST (F = 225,000; last read was 220,000),
- We get Philly Fed at 8:30 am EST (F = 0.0, last month was 12),
- We get leading indicators at 10 am EST (F = -0.5%, last read was -0.4%),
- We get existing home sales at 10 am EST (F = 4.1 mm, last read was 4.07 mm),
- We get the EIA natural gas storage report at 10:30 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 - UNTC
- Odds & Ends
Click the link directly below this to ... 
Continue Reading »
20
Sep
.
.
Housekeeping Watch:
In today's post please find:
- the natural gas inventory preview,
- the oil inventory preview,
- comments and a cheat sheet update for BSM,
- a PR secondary offering and cheat sheet update,
- and some other odds and ends.
Ecodata Watch:
- We get the EIA oil inventory report at 10:30 am EST.
- We get the Fed decision at 2 pm EST (all expect a pause) followed by the Powell press conference at 2:30 pm EST.
In Today’s Post:
- Holdings Watch
- Commodity Watch - with oil and natural gas inventory previews
- Stuff We Care About Today - BSM, PR
- Odds & Ends
Click the link directly below this to ... Continue Reading »
19
Sep
Housekeeping Watch: If you sent us an email and didn't get a response back pretty much immediately it likely was routed to spam. We get A LOT of spam and sometimes miss those notifications. If you think this is the case text us using the contact number on the contact page.
In today's post please find:
- the early read on natural gas inventories,
- comments and a cheat sheet update for LBRT along with a broader set of Service group comps,
- GRNT - more insider buys,
- and some other odds and ends.
Ecodata Watch:
- We get housing starts at 8:30 am EST (F = 1.43mm vs 1.45 mm last month),
- We get building permits at 8:30 am EST (F = 1.45 mm vs 1.44 mm last month),
- We get API Oil Inventories at 4:30 pm EST.
In Today’s Post:
- Holdings Watch
- Commodity Watch - EIA DPR charts
- Stuff We Care About Today – LBRT, GRNT
- Odds & Ends
Click the link directly below this to ...
Continue Reading »
18
Sep
.
Housekeeping Watch
-
- Are we using the correct email for you? If you're not getting ZBLAST's or are getting them at the wrong address contact zman@zmansenergybrain.com
- IF you "unsubscribe" from one of our emails please know that you will not be able to receive ZBLAST emails in the future without going through a new process for receiving them.
- Please bookmark our back up site, just in case: www.zmanbackup.wordpress.com.
- You can receive an email notification each time we post by entering your email address in the space at left.
In today's post please find:
- The Week That Was,
- and some other odds and ends.
In case you missed The Wrap
Eco Data Watch:
- We get home builder confidence at 10 am EST (no forecast, last read was 10).
- We get the EIA DPR around 12 pm EST.
The Week Ahead:
- Tuesday - Housing starts, building permits,
- Wednesday - Fed decision, Chair Powell press conference, EIA Oil Inventories,
- Thursday - Jobless claims, Philly Fed, leading indicators, existing home sales, EIA Natural Gas Storage,
- Friday - S&P flash PMI services and manufacturing.
In Today’s Post:
- Holdings Watch
- Commodity Watch
- The Week That Was
- Stuff We Care About Today
- Odds & Ends
Click the link directly below this to ...
Continue Reading »
16
Sep
.
.
The ZLT was up 0.5% on the week last week as we made some long telegraphed adjustments to the portfolio.
Holdings Watch:
- AR - We sold our large and multi year holding in AR at average $26,90, up 70% to our average cost. We are lightening our gas wedge.
- VTLE - We sold our modest position in VTLE at average 56.09, up 28%.
- We added to one core oily upstream name.
- We took an opportunistic Trading Only position in a new name for us. Please see last Wednesday's post for details on that one.
- The blotter is updated.
Note that rig counts and frac counts appear to be moving as expected as we approach 4Q.
Questions and comments under The Wrap will be addressed in the Monday post.
Questions about the site may be directed to zman@zmansenergybrain.com
Have a good weekend,
Z
