27
Nov
Wrap – Week Ended 11/27/20
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Positive if short week with the ZLT up 9.7% in three and a half sessions. YTD (through 11/25/20) the ZLT is up 20.7% (up 49.7% in the last 3 months).
Holdings Watch:
- We doubled up in one of our renewable positions.
- We continue to hold 18 positions.
- Our KCAC began trading as QS on Friday. Our original piece for Seeking Alpha can be found here.
- The Blotter is updated.
- We remain very long.
Free Stuff Last Week:
Marketing Watch:
- Ranked 88th out of 7743 "Bloggers" on tip ranks. https://www.tipranks.com/bloggers/steve-zachritz
- For questions about the site contact zman@zmansenergybrain.com
- To subscribe please see the Membership Options page.
Questions under The Wrap will be addressed in the Subscriber Mailbag section of the Monday post.
Have a good weekend,
Z
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USS NIMITZ CARRIER STRIKE GROUP REDEPLOYED TO THE PERSIAN GULF – FOX NEWS
November 28th, 2020 at 12:15 pmKUWAIT: SAYS OIL MKT `ON THE ROAD TO REBALANCING’ DUE TO OPEC+
November 29th, 2020 at 10:16 amThe positions page is updated:
https://zmansenergybrain.com/subscriber-data/holdings-wiki/
November 29th, 2020 at 5:04 pmThe trading blotter is updated:
https://zmansenergybrain.com/subscriber-data/zeb-zlt-blotter-ii/
November 29th, 2020 at 5:04 pm