06
Sep
Wrap – Week Ended 09/05/14
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Volatility returned to the group with the first post summer week as expected and we used a little group swoon to add new positions to the ZLT G accounts after adding fresh capital there last week.
Holdings Watch:
- The updated ZLT G positions can be found on the ZEB positions tab here (scroll).
- The blotter for the greater ZLT is updated here.
If you have questions about the site please check out the How To ZEB link here or email us at zman@zmansenergybrain.com
All questions under the wrap will be addressed in the Subscriber Mailbag section of the Monday post.
Have a great weekend.
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SWN – another story on looking for a new landing zone in the Brown Dense
http://www.magnoliareporter.com/news_and_business/local_news/article_7afebade-35a4-11e4-8022-0019bb2963f4.html
September 6th, 2014 at 9:36 amZ—very informative post on Friday re: inventories, usage, demand, etc.
Wondering is there is one data point in particular that would alter your view of WTI pricing, meaning sustainged sub-$90. Would import data, utilization, US production, etc drive a new outlook? I would imagine a sustained change in one of these parameters in more important that one month's numbers, but what would cause you to second guess the forecast? Thanks.
September 7th, 2014 at 7:12 am0T View From Bordeaux
l. If the weather holds, the 2014s should be very good. As I said, wet and cool summer but hot and dry fall make a good combination.
2. Bordeaux's white wines have evolved over the last ten years and for any of you who do not normally think white bordeaux you might like to try some i.e. G or Z are two reasonable ones. A bit higher is Haut Smith Laffite. All worth exploring. For a quick cooler though stick to Vino Verde.
3.The focus in Bordeaux is shifting a bit and the industry is under much presure. Futures sales in the last two years were weak which means that the brokers not the Chateau are holding lots of stock.For grand crue if you do not take your allocation you loose it. A very tough business. Moreover, Asian buying of top end fine wines have massively reduced buys.Therefore more effort into the lower to mid priced product i.e. euro 2.5 to 15. Margins are slightly better here but you need to sell lots to make up for the unit value of fine wine. Look for a few more closures and perhaps some consolidation. Problem is the French do not play well together so not so easy. I expect to see a few new brands for entery level wine along the lines of mounton cadet.
Finally there has been massive buying of property by Chinese buyers, a bit like prior years in New York with Japanese groups. The difference is marketing rental properties is a lot easier than selling wines. I don't think most of the buyers understand fully what they are getting into. That said time wll tell. sc4
All in all a good week with lots going on. sc4
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Zman’s Energy Brain ~ oil, gas, stocks, etc… » Blog Archive » Wrap – Week Ended 09/05/14
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