Archive for October 8th, 2021


08
Oct

Wrap – Week Ended 10/08/21

. . Modestly positive week for the ZLT. Our largest positions are in oily and gassy upstream names and they are making new highs but remain inexpensive. The renewables portion of the portfolio continues to waffle. Holdings Watch:  Last week we added to one gassy upstream name and re-entered another and then added to two […]


08
Oct

T.G.I.F.

. . 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 (bigger than market expected injection; next week look for a significantly smaller injection), some natural gas consumer thoughts, and […]

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