31
Dec

Wrap – Week Ended 12/29/17

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The ZLT was up 1.7% last week and ended the year off 11.9% having gained traction since mid year (up 12.4% in 2H17).

We remain ~ 20% cash with 17 positions (2 in Service, 3 in gassy weighted names and the balance in oilier upstream holdings). 

There were no trades in the final week of the year and the Blotter is updated. 

Questions and comments under The Wrap will be addressed in the Tuesday post. 

Tuesday's post will contain macro slide updates for oil production in the States as well as natural gas supply and demand and as usual The Week That Was. 

The ZLT Fourth Quarter Contest Winner will be announced in the Tuesday post. 

Have a safe, warm, happy New Year's Eve and a prosperous 2018 to you all!

Thanks and Best, 

Z

 

One Response to “Wrap – Week Ended 12/29/17”

  1. 1
    Zman’s Energy Brain ~ oil, gas, stocks, etc… » Blog Archive » Monday and Tuesday Morning – Hello 2018 Says:

    […] Wrap – Week Ended 12/29/17 01 […]

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