. 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…
Month: June 2024
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…
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…
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…
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…