Archive for October, 2024


31
Oct

Thursday Morning – More 3Q24 Reports

. Housekeeping Watch: Please use zmanalpha@gmail.com as a primary contact point for the site.  In today’s post please find: the oil inventory snapshot – Slide Show link at left   the natural gas inventory preview, quarterly comments for NXT, CRK, MGY, AR, RIG Housekeeping Watch, and some other odds and ends. Ecodata Watch: We get jobless claims […]


30
Oct

Wednesday Morning – PUMP, EQT, FSLR

. . Housekeeping Watch: Please bookmark our back up site, just in case:  www.zmanbackup.wordpress.com. If you are not getting emails at the proper address or not getting them at all please let us know at zmanalpha@gmail.com  In today’s post please find: the oil inventory preview, the natural gas inventory preview,  comments on the PUMP quarter, comments […]


29
Oct

Tuesday Morning – AESI

Housekeeping Watch:  If you sent us an email (and please use zmanalpha@gmail.com for quicker response) 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 […]


28
Oct

Monday Morning – 3Q24 Energy Earnings Week

. . 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:  None The Week Ahead:  Tuesday – Case-Shiller home prices, consumer confidence, job openings,  Wednesday – ADP employment, 3Q24 GDP, EIA Oil Inventories,  Thursday – Jobless claims, personal income, PCE, […]


25
Oct

Wrap – Week Ended 10/25/24

. The ZLT was down 0.3% on the week last week as we waded through the second week of the 3Q24 energy reporting season with a mixed bag set of results. Sentiment is generally ok in the early rounds of E&P and more cautious than expected in NAM and International oil service.  Please see this […]

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