Archive for January, 2021


31
Jan

Wrap – Week Ended 01/29/21

. . Bit of an odd week last week with no need for us to speak to the oddity that is hedge funds vs reddit. The ZLT was off 6.3% last week and is up 20.2% on the year. . Holdings Watch: We added a new position in the solar space. We added to one […]


29
Jan

T.G.I.F.

. . Market Sentiment Watch: Market eyes should be focused on economic data more than the story of the week stock.  Housekeeping Watch:  Are we using the correct email for you?  If you’re not getting ZBLAST’s or are getting them at the wrong address contact zman@zmansenergybrain.com In today’s post please find: the natural gas review […]


28
Jan

Thursday Morning – ORA

. . Market Sentiment Watch: Nervous markets with forced exposures possible for some players. A handful of energy earnings have our eye today.  In today’s post please find: the oil inventory review (positive report as weeklies go; arguably a low quality beat on the imports swing but the internals are positive), the natural gas preview […]


27
Jan

Wednesday Morning – PLUG

. . Market Sentiment Watch: Energy eyes on expected Biden executive orders today. Housekeeping Watch: If you are not getting ZBLAST trade notification emails at the proper address please let us know at zman@zmansenergybrain.com Have you book marked our backup site?  Take a moment to do so. www.zmanbackup.wordpress.com.  Have a name you want us to […]


26
Jan

Tuesday Morning – PLUG

. . Market Sentiment Watch: Market cautious.  Energy eyes on Saudi and on the expectation of more executive orders tomorrow (preparing for a federal lands drill ban). Housekeeping Watch: If you are not getting ZBLAST trade notification emails at the proper address please let us know at zman@zmansenergybrain.com Have you book marked our backup site?  […]

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