01
Aug
Wrap – Week Ended 07/31/20
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Down week for us after an almost unabridged 4 month run. We remain very long.
- Please see the portfolio on the positions link at left for mix and holdings weighting.
- Names with earnings out so far this season have performed adequately but the market and the group in general have needed to take a pause for a little while now.
- Busy week next week with over a dozen names of interest report - please see the calendar link at left.
- Please note in the CFTC section of the table below that the net short to long ratio for NYMEX natural gas has moved to it's least short level this year with shorts just barely outnumbering longs now vs 2 to 1 at the start of the year.
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Free Stuff This Week:
Interesting Graphs for Thought: (they are clickable in case you can't see the right margin)
Questions and comments under The Wrap will be addressed in the Monday post.
Questions about the site can be directed to zman@zmansenergybrain.com or zmanalpha@gmail.com.
We have a very busy earnings week ahead. Please see the calendar link at upper left.
Have a good weekend, Z
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SCHUMER: SAYS PELOSI, WHITE HOUSE OFFICIALS HAD GOOD MEETING
August 1st, 2020 at 1:00 pmThe 2Q20 Earnings Calendar is updated
https://zmansenergybrain.com/subscriber-data/calendar/
August 1st, 2020 at 3:18 pmInteresting Reading Watch:
https://www.goodnewsnetwork.org/uk-wind-power-now-so-cheap-2020/
August 2nd, 2020 at 6:49 amZ re3
August 2nd, 2020 at 1:10 pmDogger Bank is about 50 miles from the Uk so the AC power generated there will have to be converted to DC for transmission to the mainland and then inverted to connect to the grid
John