Archive for the 'Uncategorized' Category


14
Nov

Thursday Morning – Dueling Inventory Reports, MGY

. Housekeeping Watch:  If you need technical support please contact zmanalpha@gmail.com  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 natural gas inventory preview, the oil inventory […]


13
Nov

Wednesday Morning – SND, MNR

. 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 natural gas inventory preview,  comments on the SND quarter, comments on the MNR quarter, and […]


12
Nov

Tuesday Morning – OPEC, SHLS

Housekeeping Watch: If you need to contact us please use zmanalpha@gmail.com for quicker response. In today’s post please find: the early read on natural gas storage, comments on the OPEC Monthly, comments on the SHLS quarter, and some other odds and ends. Ecodata Watch: We get NFIB small business optimism came in at 93.7 vs […]


11
Nov

Monday Morning – 3Q24 Energy Earnings Week 5

  Thank you Veterans for all you did and continue to do. Miss you dad. In today’s post please find: The Week That Was, The Week Ahead, ENPH comments,  and some other odds and ends. In case you missed The Wrap Eco Data Watch:  No economic data, bond market closed.  The Week Ahead:  Tuesday – […]


09
Nov

Wrap – Week Ended 11/8/24

. The ZLT was up 14.7% on the week last week. We are traveling this weekend so this will be short. Holdings Watch: Last week we added to: CHRD (Bakken, cheap, overly beaten down, strong balance sheet, good return of capital player ahead of their 3Q24 call), GRNT (high dividend yield, low leverage, rising oil […]

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