Archive for September, 2014


Tuesday Morning

. . Market Sentiment Watch: End of 3Q14, beware of noise. In today's post please find comments and an updated Wattenberg summary cheat sheet with a fresh BBG sheet as well and some other odds and ends. Also, in case you missed it, we liquidated our holdings in Permian mid cap leader ATHL in both the ZLT […]


Merger Monday – Goodbye ATHL

. . Market Sentiment Watch: Aside from quarter end noise today and tomorrow we've got a much more significant set of data this week with key checks on the consumer early and nonfarmpayrolls on Friday. We've also got a sprinkling of Fed member speeches this week. In energy land, ATHL was taken out by ECA in a […]


Wrap – Week Ended 9/26/14

. . All questions under the wrap will be addressed in the Subscriber Mailbag section of the Monday post. The blotter is updated including ZLT G account trades from last Friday.  Questions about Zman's Energy Brain? Send them to    


Friday Morning

. .   Market Sentiment Watch: Nervous market conditions continue with the strong dollar weighing on sentiment in the commodity space and other non-energy groups joining the end of quarter funk.  In today's post please find the natural gas inventory slide show (in line and we still see a seasonal peak just over 3,500 Bcf) and OAS […]


Thursday Morning – SN

. . Market Sentiment Watch: Market trying to pull out an end of quarter rally on stimulus hopes in both Europe and China but our sense remains that end of quarter nervousness will loom large with fundamentals ignored during repeated baby and bathwater sessions. We may be about to enter a period of sideways trading but […]

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