Archive for the 'VWDRY' Category


10
Aug

Wednesday Morning – More Late Season Earnings

. . Housekeeping Watch: Please bookmark our back up site, just in case:  www.zmanbackup.wordpress.com. If you are not getting emails at the proper address or not getting them at all please let us know at zman@zmansenergybrain.com  If you are new to the site or a long time subscriber please don’t hesitate to ask questions. In today’s […]


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 […]


10
Feb

Thursday Morning – VWDRY, EQT

. . 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 are scrubbing our contact list this week.   If you are not getting emails at the proper address or not getting them at all please let us know at zman@zmansenergybrain.com We plan […]


26
Jan

Wednesday Morning – All Eyes on Fed (and Wind and Oil Service)

. . Market Sentiment Watch: Nervous market conditions In today’s post please find: the oil inventory preview (looking for product builds (especially gasoline) to begin to normalize), the natural gas inventory preview (over 200 Bcf withdrawal expected, likely another 200+Bcf pull next week as well), comments on the RES quarter (beat), VWDRY outlook comments, and […]


03
Nov

Wednesday Morning – More Earnings

. Housekeeping Watch:  We write free articles from time to time and share them via Seeking Alpha. We don’t give investment advice.  We simply tell you what we are thinking and what we are buying and selling.  We are raising our prices for new subscribers soon as we have not in over a decade. If […]

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