30
Jul
Wrap – Week Ended 7/30/21
. . Holdings Watch: The blotter is updated Please see Friday’s post for the latest version of So Far This Quarter as well as the current 2Q21 Energy Earnings Calendar here. Have a good weekend, Z .
Archive for the 'Uncategorized' Category
30
Jul
27
Jul
Tuesday Morning
. . 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 at the end of this […]
26
Jul
Monday Morning – Busy Week On Tap
. . Market Sentiment Watch: Big energy earnings week on tap. This week we get the first of the reports for 2Q21 from: gassy names (including liquids rich ones), a number of solar space names, and pure play pressure pumpers Housekeeping Watch: Are we using the correct email for you? If you’re not getting ZBLAST’s […]
24
Jul
Wrap – Week Ended 07/23/21
. . Busy week ahead. Please see the Calendar link at left. . Holdings Watch: Last week we sold one EV SPAC name down 18% and added two oil service names. The blotter is updated. .
22
Jul
Thursday Morning
. . Housekeeping Watch: Please see the housekeeping note near the bottom of this post. In today’s post please find: the oil inventory review (neutral report with decent internals), the natural gas preview (consensus still calling for a smaller build this week vs last, in line with our thoughts from last Friday; notably it’s hotter […]