. . The ZLT was off 3.3% on the week last week with oil down nearly 5% on a ceasefire for Lebanon, a neutral looking weekly from EIA, and a four day delay in the OPEC+ meeting (now December 5th). Products fell more than oil yielding a near 2024 low for cracks. Natural gas rallied […]
This post will grow to include both inventory updates. I will be around through the close today but will be largely out of pocket for Friday’s short session (close at 1 pm EST). If we don’t speak to you in comments have a safe and happy Thanksgiving. Housekeeping Watch: Please bookmark our back up site, […]
Housekeeping Watch: Traditionally slow short holiday week. Ask questions if you have them. We made some minor organizational changes to the left hand side bar ahead of the new theme site change which is now set to be deplyed after the holiday (target date December 1st). If you need to contact us please use zmanalpha@gmail.com In […]
. Housekeeping Watch Traditionally slow short holiday week. Ask questions if you have them. We made some minor organizational changes to the left hand side bar ahead of the new theme site change which is now set to be deplyed after the holiday (target date December 1st). If you need to contact us please […]
. The ZLT was up 8.5% on the week last week with gains led by oily E&P and oil service. Our BLACK FRIDAY SALE is in progress here Holdings Watch There were no sales in the portfolio but look for them soon as we get ready for the two new 2025 portfolios. The trading blotter […]
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