Archive for the 'Gassy' Category


21
Jul

Wednesday Morning

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. . Housekeeping Watch:   Please bookmark:  www.zmanbackup.wordpress.com Please see the Housekeeping Watch at the end of this post.  Market Sentiment Watch Earnings season just getting rolling. Summer doldrums in full swing. Largely sitting on hands as we remain very long. Adds near term will be highly selective. In today’s post please find: the oil inventory […]


02
Jul

T.G.I.F.

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. . Market Sentiment Watch: Big morning for data but with the long weekend at hand, generally volumes fall off as traders, analysts, investors stretch it 4 days. We are in the office today and The Wrap will be released on Monday. Energy eyes and fairly relaxed if forced to watch OPEC+ a little longer […]


25
Jun

T.G.I.F.

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. . Market Sentiment Watch: Infrastructure compromise goosed stocks but we note there is still substantial doubt this will turn into a bill that can pass. U.S. working to remove travel ban for EU. U.S. says serious differences remains relative to Iran on renewed JCPOA, offering a bit of support ahead of OPEC+ next week […]


24
Jun

Thursday Morning

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. . Market Sentiment Watch: All eyes on $1 to $1.2 T potential infrastructure bill compromise effort ($559 B said to be new spending). Bipartisan push appears to have made progress and details are emerging on what’s still in the shrunken bill (rough sketch is $110 B for roads and bridges, $66 B for railroads, […]


07
Jun

Another Merger Monday Morning?

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. . In today’s post please find: The Week That Was, The Five Things, Gassy Players – Wet Group (includes pro forma SWN), BCEI – yet another deal? and some other odds and ends. In case you missed The Wrap please click here.   Ecodata Watch: We get consumer credit at 3 pm EST (F […]

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