Archive for the 'FANG' Category


28
Sep

Tuesday Morning – FANG

. . Market Sentiment Watch:  Futures are nervously eyeing bond yields, especially the techy Nasdaq. Meanwhile, it’s another day in glad-we’re-not-short natural gas land. Housekeeping Watch:  Ask em if you got em.   The request line is open.  In today’s post please find: the very early read on natural gas inventories, a requested update on FANG, […]


02
Aug

Monday – Friday Post (8/2/21 to 8/6/21)

. . 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 Have you bookmarked our backup site?  It’s rare but things do break on the internet. Please bookmark www.zmanbackup.wordpress.com Please see the housekeeping watch below.  In case you missed […]


04
May

Tuesday Morning – Energy Earnings Avalanche Day 1

. Market Sentiment Watch:  NY, NJ, CT prepare to reopen fully in May with the UK set to follow in June. Vaccine application set to broaden to include younger kids. . Housekeeping Watch:  A busy day, with more to come in energy earnings this week. Some of our comments may be more brief than usual. […]


23
Feb

Tuesday Morning – MGY

. . Market Sentiment Watch: Economic eyes on Powell testimony.  Market eyes on tech. In today’s post please find: the early read on oil inventories (big withdrawals expected in what will be a pretty sloppy report), the very early read on natural gas inventories (range forming up in 2nd biggest on record storage withdrawal territory), […]


22
Dec

Tuesday Morning – FANG, GOEV

. . Market Sentiment Watch: Spending and Covid relief bills passed by congress last night. Green segment stocks continue to outperform traditional energy and the broad markets in advance of the bill package that includes extensions for PTC (Wind – 1 year extension for construction start (to 2021) and ITC (Solar – 2 year extension; […]

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