03
Nov

Wrap – Week Ended 11/02/12

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The natural gas supply and demand slide shows will be in the Monday post along with The Week That Was. 

Comments on various items in the wrap will be incorporated into the Monday post

The calendar for 3Q12 energy earnings week 4 will be in the Monday post and on the Calendar tab by Sunday evening (another busy week ahead). 

19 Responses to “Wrap – Week Ended 11/02/12”

  1. 1
    Zorgnak Says:

    On Research, Media, Information Sources ….couldn't agree more..
    http://www.ritholtz.com/blog/2012/11/information-sources/?utm_source=dlvr.it&utm_medium=twitter

  2. 2
    zman Says:

    re 1 – very good stuff, have to run out but agree with almost all of that, and I'd agree with comment 6 as well but would expand on it. I write to collate thoughts and for myself but the read is key in that they ask questions that take my thinking in new directions, not just new names but also into areas within the macro that I might need to dust off. 

  3. 3
    Zorgnak Says:

     Well, this will be fun RT @AP: BREAKING: Israel military says 3 Syrian tanks have entered DMZ in Golan Heights"

  4. 4
    zman Says:

    re 4 – not to joke but next headline likely to include the words "hellfire missiles" and "3 explosions"

  5. 5
    zman Says:

    and 3 would get back to my comments the other day that Iran has been too quiet as oil prices have retreated. 

  6. 6
    Zorgnak Says:

     
    #1 related  http://blogs.marketwatch.com/great-columnist/2012/10/29/the-price-of-paying-attention/

  7. 7
    Zorgnak Says:

    #4 pretty funny anyway ……..lol

  8. 8
    zman Says:

    Free HK stuff, nothing has changed except that the 2013 volume view is firmed up by their Bakken add the Monday after this piece was written. Scroll to bottom for comments on the Neutral initiation by Goldman

    http://seekingalpha.com/article/934831-halcon-resources-an-oily-hawk-that-s-cheaper-than-you-think

  9. 9
    choices Says:

    #1-excellent post, zorg-writers of quality are very few; cable/network TV useless-I do find some of Bloomberg's video shorts on its site somewhat informative but you have to be selective; 
    again, very time consuming to sort out the BS and try to find the quality stuff; sorting thru Minyanville, RealClear markets, etc
    Thanks again for the post.

  10. 10
    Zorgnak Says:

    #9…my pleasure.
    The article hit on a number of issues for me as well..
     
     

  11. 11
    Zorgnak Says:

    Crude Oil Futures…
    Trading heavily with negative demand volume in all time frames..
    http://www.charthub.com/images/2012/11/04/Crude_Composite.png

  12. 12
    Zorgnak Says:

    Nat Gas Futures…Breaking support and returning to long term acceptance. Longer term demand volume still positive. DeMark extreme oversold setup on daily time frame likely on Monday.
    http://www.charthub.com/images/2012/11/04/NG_Composite.png

  13. 13
    Zorgnak Says:

    XLE rejected at resistance and followed general market lower to long term acceptance..demand volume not supportive. Lower testing likely.
    http://www.charthub.com/images/2012/11/04/Stock_Weekly_3.png
    OIH rejected long term acceptance as too high. Volume demand negative. Likely to test support marked on chart.
    http://www.charthub.com/images/2012/11/04/Stock_Weekly_3_2.png
    XOP  continues to trade above long term acceptance. Demand volume suggests another test of acceptance at 52.73. Support marked on chart.
    http://www.charthub.com/images/2012/11/04/Stock_Weekly_3_3.png

  14. 14
    Zorgnak Says:

    FCG…Gas stocks lost volume and trend support last week. Now trading within long term congestion. Resistance at 17.18
    http://www.charthub.com/images/2012/11/04/Stock_Weekly_3_5.png

  15. 15
    zman Says:

    The Monday Post:

    The Week That Was

    The 3Q12 energy earnings week 4 calendar

    The natural gas supply and demand shows. 

  16. 16
    zman Says:

    The energy earnings calendar for the coming week is posted here:

    http://zmansenergybrain.com/subscriber-data/calendar/

  17. 17
    zman Says:

    The ZLT Blotter is updated

    http://zmansenergybrain.com/subscriber-data/zeb-zlt-blotter/

  18. 18
    zman Says:

    The Natural Gas Supply and Demand Slide Shows with the most recent data available are now updated on a link at upper left called Macro or can be viewed by clicking here:

    http://zmansenergybrain.com/subscriber-data/c-large-cap/

  19. 19
    crysball Says:

    Over the weekend South Korea shuts down 2 Nuclear Reactors @ one power generating facility, due to discovery of uncertified  components, and this will cause significant power shortages  as both shutdowns. We're unplanned.
    S. Korea has had 23. Reactor problems in the last 6 months…….more   Issues likely going forward 
    per BBC report

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