. . 1Q23 Earnings season end of week one. 4 names down, 74 to go. 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 In today’s post please find: the natural gas review (bigger than expected injection; despite record […]
. . 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 In today’s post please find: the natural gas review (in line with our thoughts, slightly bigger than Street; next week look for a modestly larger pull), the oil […]
.. . Market Sentiment Watch: 3Q22 energy earnings season in progress: 4 names down. So far so good and we’ll have the first iteration of So Far This Quarter in the Monday post as we look at the high points and learnings of the quarter as it unfolds. 68 to go. The season rapidly […]
. . Z4 Sentiment Watch: This week is the warm up for energy earnings. Next week we get a lot more reports from more Service names but also the first of the E&Ps, refiners, and solar tied names. Buckle up. Housekeeping Watch: Are we using the correct email for you? If you’re not getting ZBLAST’s […]
.. . Housekeeping Watch 1: Subscribers We have transitioned to a new contact management system. 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 IF you “unsubscribe” from one of our emails please know that you will not be able to […]
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