Archive for the 'Uncategorized' Category


30
Jul

Wrap – Week Ended 7/30/21

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. . 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 .


27
Jul

Tuesday Morning

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. . 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

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. . 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

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. . 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

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. . 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 […]

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