28
Jul

Wrap – Week Ended 7/27/18

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

The Blotter is updated (one change made last week).

The ZLT Positions page will be updated on Saturday. 

Subscribe to Z4 Research now as we enter the heart of the earnings season (we own 21 names, we generally listen to and comment on 40 to 45 calls per quarter).  Don't miss out!  Subscribe now, it's quick, it's easy, it's painless.  Have questions?  Contact us at zman@zmansenergybrain.com. 

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6 Responses to “Wrap – Week Ended 7/27/18”

  1. 1
    zman Says:

    Trade blotter:

    http://zmansenergybrain.com/subscriber-data/zeb-zlt-blotter/

  2. 2
    Baylor Says:

    From glut to price shock?

    https://www.wsj.com/articles/as-oil-industry-recovers-from-a-glut-a-supply-crunch-might-be-looming-1532775605

  3. 3
    brodway Says:

    https://oilprice.com/Energy/Crude-Oil/Tight-Oil-Markets-Are-Ignoring-Supply-Risk.html

    Baylor…another perspective on risk of higher prices…..

  4. 4
    zman Says:

    ZLT positions are updated:

    http://zmansenergybrain.com/subscriber-data/holdings-wiki/

  5. 5
    Baylor Says:

    Re 3 thx Brod 

  6. 6
    the infographic Says:

    the infographic

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