Archive for May, 2022


Tuesday Morning

. 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 IF you “unsubscribe” from one of our emails please know that you will not be able to receive ZBLAST emails in the future without going through a new process […]


Wrap – Week Ended 05/27/22

. Our main portfolio, the ZLT, was up 19% on the week last week.  We’re on vacation this weekend so The Wrap comments will be light.  In short: Very strong action out of traditional energy groups. Several of our names hit multi-year and in one case all time highs. We will be walking through valuations […]



. Have a happy and safe Memorial day weekend.  Do you have questions about the site?  Contact In today’s post please find: the natural gas review (small than consensus and Z4 expectation build; look for a sub 80 Bcf build next week), comments and a cheat sheet update for ARRY, and some other odds […]


Thursday Morning – ENPH

.  Housekeeping Watch:  Are we using the correct email for you and are you getting our ZBLAST trade notifications?  If not let us know at  As always, ask questions if you have them. . In today’s post please find: the oil inventory review (pretty neutral as weeklies go, weaker than expected headlines but the […]


Wednesday Morning – SBOW, EE

 . . Housekeeping Watch: Please bookmark our back up site, just in case: If you are not getting emails at the proper address or not getting them at all please let us know at  In today’s post please find: the oil inventory preview (benign report expected; API was modestly positive), the natural gas inventory […]

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