Archive for the 'CDEV' Category


14
Jun

Tuesday Morning – CDEV

 . . Market Sentiment Watch:  All eyes on Fed tomorrow.  Housekeeping Watch: 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 process for receiving them.   In today’s post please find: the very early read on natural […]


13
Apr

Wednesday Morning – CDEV

 . . Ukraine Watch:  We donated here.  Housekeeping Watch: Are we using the correct email for you?  If you’re not getting ZBLAST Trade Notifications or are getting them at the wrong email address contact zman@zmansenergybrain.com Please bookmark our back up site, just in case:  www.zmanbackup.wordpress.com. You can receive an email notification each time we post by entering […]


15
Jul

Thursday Morning – CDEV

. . Market Sentiment Watch: Energy eyes focused on OPEC baseline moves as if this alone will mean higher production on any near term time line they care about. Unlikely.  In today’s post please find: the oil inventory review (mixed bag, neutral in our view, as U.S. stocks hit new cycle low vs 5 and […]


25
Feb

Tuesday Morning – OII, MR, CDEV

. . Market Sentiment Watch: Cautious market looking for a bounce after posting the worst single day loss in two years. In today’s post please find the early read on oil inventories, the very early read on natural gas inventories (consensus looking for a withdrawal modestly above last week’s pull as expected), comments on the […]


26
Feb

Tuesday Morning – MGY, CDEV, CRZO, RRC, So Far This Quarter

. . Market Sentiment Watch: Busy earnings day. In today's post please find the 3rd edition of So Far This Quarter 4Q18 (17 names and counting), comments on the MGY quarter, comments on the CDEV quarter, comments on the CRZO quarter, comments on the RRC quarter, and some other odds and ends.  Our comments on some names […]

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