31
Jan
. . 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 […]
Posted in Uncategorized | 1 Comment »
29
Jan
. . 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 […]
Posted in Uncategorized | 55 Comments »
28
Jan
. . 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 […]
Posted in BCEI, CLB, CNX, ORA, Uncategorized, VLO | 67 Comments »
27
Jan
. . 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 […]
Posted in PLUG | 60 Comments »
26
Jan
. . 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? […]
Posted in GP, PLUG | 86 Comments »