20
Apr
Wrap – Week Ended 04/19/24
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The ZLT was off 3.4% on the week during the first week of 1Q24 energy earnings as tensions in the Middle East eased and commodities ebbed. We added to some of our positions and opened one new position. We have over 70 names (owned or of interest) reporting over the next 5 weeks). Please see the Calendar link at upper left.
Holdings Watch:
- We added one new oily upstream position.
- We added to one sand name and two frac names last week.
- No positions were closed.
- The blotter is updated.
Questions and comments under The Wrap will be addressed in the Monday post.
Questions about the site can be sent to zmanalpha@gmail.com.
Have a good weekend,
Z
Details on downing of the Russian SU22-3M strategic bomber.
308 Km from launcher to detonation point. using a modified S200 air defense system
https://en.defence-ua.com/weapon_and_tech/potential_difference_between_s_200_versions_used_to_take_down_a_50_and_tu_22m3_explained-10240.html
April 21st, 2024 at 12:33 pmIsrael used a radar evading missile to knockout the Iranian S300 radar system adjacent to the Iranian Nuclear site.
https://www.timesofisrael.com/israel-used-radar-evading-missile-in-strike-on-iranian-s-300-near-natanz-report/
April 21st, 2024 at 12:54 pmre 1,2 – thanks for the color.
April 21st, 2024 at 3:22 pm