Housekeeping Watch: The Week That Was has been shifted to its own tab on Subscriber Data as “Last Week” above for less scrolling each Monday. If you have suggestions or need to contact us please use zmanalpha@gmail.com If you click the Z4 logo at the top of the screen this will always take you to…
Wrap – Week Ended 04/25/25
. . Nice week last week for the FLEX and INVEST portfolios. Little change for YIELD. There were no trades again last week. The second week of energy earnings brought service beats for our NAM-centric frac names (not for the bigger caps) with better than expected outlooks. On the upstream side, the few gassy reports…
T.G.I.F.
Housekeeping Watch: If you have suggestions or need to contact us please use zmanalpha@gmail.com If you click the Z4 logo at the top of the screen this will always take you to the latest post. In today’s post please find: the natural gas storage slide show, a number of interesting supply and demand charts, next…
Thursday Morning – More Earnings
Housekeeping Watch: If you have suggestions or need to contact us please use zmanalpha@gmail.com If you click the Z4 logo at the top of the screen this will always take you to the latest post. In today’s post please find: the oil inventory snapshot – Slide Show link above the natural gas inventory preview, comments…
Wednesday Morning – 1Q25 Earnings Avalanche
Housekeeping Watch: If you have suggestions or need to contact us please use zmanalpha@gmail.com If you click the Z4 logo at the top of the screen this will always take you to the latest post. Markets were bouyed overnight after President Trump said he had no plans to fire Fed Chair Powell. In today’s post please…