In today’s post please find: the early read on natural gas storage, A lot of trades, More portfolio developments, Oily thoughts, Gassy thoughts, and some other odds and ends. Ecodata Watch: We get S&P Case-Shiller home prices at 9 am EST (no forecast, last read was 4.6%), We may get API Oil Inventories at…
Month: December 2024
Monday Morning
. Housekeeping Watch If you need to contact us please use zmanalpha@gmail.com In today’s post please find: The Week That Was, FLEX and YIELD comments, and some other odds and ends. In case you missed The Wrap Eco Data Watch: We get Chicago PMI at 9:45 am EST (F = 42.2, last read was…
Wrap – Week Ended 12/27/24
. We continued to wind down the ZLT into yearend last week ahead of 3 new portfolios opening in the new year. Holdings Watch: 12/24/24 – OKLO – We sold our Trade Only position in OKLO for $23.85, up 27%. Our position in this small-scale nuclear pre revenue company was initiated in the down draft of…
Thursday (Happy Boxing Day) & Friday
. . Housekeeping Watch: Please bookmark our backup 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 If you get a 503 message this means you are using too many IP addresses over a short period of…
Tuesday Morning – Gassy Players (WET) Update
Housekeeping Watch: If you sent us an email (and please use zmanalpha@gmail.com for quicker response) and didn’t get a response back pretty much immediately it likely was routed to spam. If you get a 503 message this means you are using too many IP addresses over a short period of time to access the site…