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28
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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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This entry was posted on Saturday, July 28th, 2018 at 11:28 am and is filed under Uncategorized. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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

  1. 1
    zman Says:

    Trade blotter:

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

    July 28th, 2018 at 11:35 am
  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

    July 28th, 2018 at 9:28 pm
  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…..

    July 29th, 2018 at 10:05 am
  4. 4
    zman Says:

    ZLT positions are updated:

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

    July 29th, 2018 at 11:03 am
  5. 5
    Baylor Says:

    Re 3 thx Brod 

    July 29th, 2018 at 6:30 pm
  6. 6
    the infographic Says:

    the infographic

    …

    July 30th, 2018 at 4:21 am

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