Wrap – Week Ended 6/29/18



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

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No changes were made to the ZLT last week. 

  • We continue to hold 21 names and are 20% cash. 
  • The Blotter is updated.


10 Responses to “Wrap – Week Ended 6/29/18”

  1. 1
    Baylor Says:

    Unleaded $2.48 in DFW Texas 

  2. 2
    Baylor Says:

    President Trump said Saudi King agrees to raise oil output. Things getting interesting


  3. 3
    zman Says:

    re 2

    Please see our comments on this yesterday here:


    And the White House walk back of Trump's comment here:


    Salman said nothing of the kind. 

  4. 4
    Baylor Says:

    Yes. Now new article from reuters so it just continues to develop. 

  5. 5
    Baylor Says:

    At least from my understanding, SA is incapable of doing that anyway so largely just negotiating jawboning 

  6. 6
    zman Says:

    re 5 – yep, just appeasing the tweeter. 

  7. 7
    zman Says:

    Expect tweets directed at Russia soon. 

  8. 8
    Baylor Says:

    Re 7 – ha. Agreed

    so let’s say ooo hits $90 or $100 on the next 12-18 months?  What sizes impact does that have on the ZLT?


  9. 9
    Baylor Says:

    Oil. Not ooo

  10. 10
    Baylor Says:

    What does Mexico’s first hard line Leftist in decades mean for their already withering oil industry?

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