Archive for the 'BCEI' Category


18
Sep

T.G.I.F.

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. . Market Sentiment Watch: Options expiry Friday. Yawn.  If you have questions we very likely have answers. Come see us in the comments section. Housekeeping Watch: Please bookmark our back up site: www.zmanbackup.wordpress.com.  In the rare event our site goes down that one will be activated. If you reset your password please check your […]


16
Sep

Wednesday Morning

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. . Market Sentiment Watch: Market eyes on: Powell’s press conference, Covid news as China and UAE are seeing some positive results from their Phase III trial, and the OECD ups 2020 forecast from down 6% to down 4.5%. Energy eyes on inventories and Sara who’s impact is going to be around longer than previously […]


07
Aug

T.G.I.F.

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. . Market Sentiment Watch: U.S. / China relations in focus (aside from NFP today), Covid-19 – Early school re-opening stories do not paint a good picture of the fall. On the oil segment, I woke up with these words in my head:  Distillate Stocks are the Sword of Damocles.   The U.S. is  very over-stored […]


28
Jul

Tuesday Morning – Gassy Players Update and More

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. . Market Sentiment Watch: Covid rates seem to be flattening in Florida, Texas, Arizona. In today’s post please find: the very early read on natural gas inventories (as expected, consensus forming up below last week’s build), an interim Gassy Players update, a BCEI cheat sheet update, and some other odds and ends. Ecodata Watch: […]


23
Jul

T.G.I.F.

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. . Market Sentiment Watch: China / U.S. relations putting a modest weight on U.S. futures. Trump noted that a deal with China is less important to him now than before. Housekeeping Watch: A bored Z is a terrible thing to see. Use me, I’m not on vacation and earnings season doesn’t really get busy […]

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