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Better week for energy. 4Q24 earnings season in officially in the books and we are focused on individual company and group updates for the next few weeks. Requests are always welcome.
Holdings Watch:
- All 3 trading blotters are up to date.
- The portfolio tables will be updated Sunday.
Questions and comments under The Wrap will be addressed in the Monday post.
Questions about the site can be directed to zmanalpha@gmail.com
This post will likely grow over the weekend.
Have a good weekend,
Z
President Trump orders airstrikes on Houthis in Yemen, demands Iran immediately halt support.
Zman, it looks like your “Ticker/Topic Search” is not being updated as rigorously as one would like. I wanted to revisit your recent updates on BRY but when I highlighted that ticker it just brought up the older references. I know I could flip through your recent postings but I’m too lazy to do that…
Ed – apologies.
It updates daily unless we forget to tag it in the daily post. This has been fixed for BRY now.
and here’s the post you were looking for:
https://zmansenergybrain.com/2025/03/13/thursday-morning-bry/
China Special Action Plan
https://english.www.gov.cn/policies/latestreleases/202503/16/content_WS67d6b21bc6d0868f4e8f0da0.html
https://zmansenergybrain.com/subscriber-data/last-week/
We will have requested comments and a model and cheat sheet update for SD in the Monday post.