Archive for the 'Uncategorized' Category


28
Oct

Thursday Morning – Earnings Avalanche + HPK Update

. . Housekeeping Watch: Busy day and our comments may be more limited than usual. If something isn’t clear please ask in the comments section.  If you know of anyone who would be interested in a subscription before we raise prices, like everyone else, drop them a line or have them contact zman@zmansenergybrain.com In today’s […]


26
Oct

Tuesday Morning – 3Q21 So Far This Quarter

. . In today’s post please find: the very early read on natural gas inventories (Street in line with our thoughts from last Friday for this week), So Far This Quarter (3Q21), and some other odds and ends. Ecodata Watch: We get Case-Shiller home prices at 9 am EST (no forecast, last read was up […]


25
Oct

Monday Morning

. In today’s post please find: The Week That Was, The Five Things, and some other odds and ends. In case you missed The Wrap please click here. Ecodata Watch: No economic date release scheduled.  The Week Ahead:  Tuesday – Case-Shiller home prices, consumer confidence, new home sales,  Wednesday – Durable goods, core capital goods, […]


23
Oct

Wrap – Week Ended 10/22/21

. . Modestly up week for the ZLT as energy earnings kicked off with large cap Oil Service and refining names reporting.  Oil Service likely a little slower than most expected though names like SLB called for a moderation of the NAM ramp up on the second quarter call and we note margins there continued […]


22
Oct

T.G.I.F.

. . 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 build; look for a modestly smaller build next week as we start to cool off), comments on […]

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