02
Aug
. . Housekeeping Watch: Due to a congested call schedule our comments today may be more brief than usual. If something is not clear please ask. In today’s post please find: the very early read on natural gas inventories, comments on a number of reports from owned and/or names of interest, and some other odds […]
Posted in BSM, CRK, FANG, SOI, Uncategorized, VNOM | 105 Comments »
03
May
. . Housekeeping Watch: Are we using the correct email for you? If you’re not getting ZBLAST’s or are getting them at the wrong address contact zman@zmansenergybrain.com IF you “unsubscribe” from one of our emails please know that you will not be able to receive ZBLAST emails in the future without going through a new […]
Posted in BSM, COG, CTRA, FANG, VNOM | 111 Comments »
22
Feb
. . Very busy week on the earnings front. Some our comments on the quarterly snapshots may be more brief than usual. If something isn’t clear please ask. Housekeeping Watch: Please bookmark our back up site, just in case: www.zmanbackup.wordpress.com. ZBLAST Email update: We are transitioning to a new contact system and are scrubbing our […]
Posted in BSM, NEX, SOI, Uncategorized | 90 Comments »
15
Dec
. . Market Sentiment Watch: Fed day In today’s post please find: the oil inventory preview (benign report expected), the natural gas inventory preview, comments and a cheat sheet update for yield player BSM, and some other odds and ends. Ecodata Watch: We get Retail sales at 8:30 am EST (F = +0.8%; last read was […]
Posted in BSM, Uncategorized | 56 Comments »
02
Nov
. . Housekeeping Watch: We write free articles from time to time and share them via Seeking Alpha. We don’t give investment advice. We simply tell you what we are thinking and what we are buying and selling. We are raising our prices for new subscribers soon as we have not in over a decade. […]
Posted in BSM, COP, FANG, MGY, Uncategorized, VNOM | 67 Comments »