Archive for the 'CLR' Category



. . Housekeeping Watch:  If you like what we do consider inviting a friend to take a test drive. Thanks.  We are through 23 reports with 48 to go this season. So far upstream and oil service names have largely been as expected with a couple of inconsequential deviations.   In today’s post please find: the […]


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 […]


Tuesday Morning – Earnings Avalanche Day 1

. . Market Sentiment Watch: Still waiting on stimulus and employment assistance deal from DC (both sides said Monday’s talks were productive), Please note this is a busy earnings week for us. Some of our comments may be more brief than usual. If something is not clear please ask in the comment section below and […]


Thursday Morning – Earnings Avalanche in the face of Virus Fear Market Drop

. . Market Sentiment Watch: Sloppy market conditions to continue after the U.S. announces first apparent community transmission of the virus. Administration officials put a vaccine at 12 or more months out.  International spread also breading additional market panic. Meanwhile, in the energy space oil continues to sink as demand continues to slow and we […]


Thursday Morning – Earnings Avalanche

. . Market Sentiment Watch: Fed cut as expected, back to China focus now which is said to have cast doubt on a comprehensive deal with the U.S. overnight. In energy land another busy earnings day.  In today’s post please find the oil inventory review (low quality miss on crude due to reversal off decades […]

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