Archive for June, 2024


30
Jun

Wrap – Week Ended 06/28/24

. The ZLT was up 3.1% on the week last week. Oily upstream names and oil service saw a modest recovery in the last week of the quarter having been poor performers in June despite solid oil pricing. We will be on vacation next week. Look for a first week of July post on Monday […]


28
Jun

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 zmanalpha@gmail.com  Debate Watch:   Transcript here.  We heard nothing substantive on energy. In today’s post please find: the natural gas storage slide show, the natural gas supply / demand update,  comments […]


27
Jun

Thursday Morning – NXT

. Housekeeping Watch: Please bookmark our back up site, just in case:  www.zmanbackup.wordpress.com. If you are not getting emails at the proper address or not getting them at all please let us know at zmanalpha@gmail.com  In today’s post please find: the oil inventory snapshot – Slide Show link at left   the natural gas inventory preview, comments […]


26
Jun

Wednesday Morning – HPK

. Housekeeping Watch: Please bookmark our back up site, just in case:  www.zmanbackup.wordpress.com. If you are not getting emails at the proper address or not getting them at all please let us know at zmanalpha@gmail.com  In today’s post please find: the oil inventory preview, the natural gas inventory preview,  comments on recently reviewed unowned names, HPK […]


25
Jun

Tuesday Morning – VTS

Housekeeping Watch:  If you sent us an email and didn’t get a response back pretty much immediately it likely was routed to spam. We get A LOT of spam and sometimes miss those notifications. If you think this is the case text us using the contact number on the contact page. In today’s post please […]

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