Archive for the 'NEX' Category


02
May

Monday Morning – 1Q22 Energy Earnings Week 3

. . Z4 Sentiment Watch:  Big earnings week on tap. And the Fed is set to take more action (+50 bips) and talk about it mid week. Expect volatility.  As the earnings come out, especially in the back half of this week some of our comments may be more brief than usual. If something is […]


28
Apr

Thursday Morning – 1Q22 Earnings Avalanche Day 2

. . Z4 Sentiment Watch: We get several more reports from big cap gassy names today. We’ve been expecting a reiteration of “maintenance” (no growth) to continue to be the 2022 action plan and received a perfect score as AR, CNX, EQT and RRC all reiterated their commitment to discipline in the face of Appalachia […]


30
Mar

Wednesday Morning – Frac

 . . Ukraine Watch:  We donated here.  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 continue to scrub our contact list.  Some former subscribers who have been receiving ZBLASTs are being from the notification list. If they wish to continue receiving emails […]


04
Mar

T.G.I.F.

. . Ukraine Watch:  We donated here. We hope everyone has a peaceful weekend 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 continue to scrub our contact list.  Some former subscribers who have been receiving ZBLASTs and site access. If they wish […]


03
Mar

Thursday Morning – NEX

. . Ukraine Watch:  We donated here.  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 continue to scrub our contact list.  Some former subscribers who have been receiving ZBLASTs are being from the notification list. If they wish to continue receiving emails […]

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