Archive for December 31st, 2017


Wrap – Week Ended 12/29/17

. . The ZLT was up 1.7% last week and ended the year off 11.9% having gained traction since mid year (up 12.4% in 2H17). We remain ~ 20% cash with 17 positions (2 in Service, 3 in gassy weighted names and the balance in oilier upstream holdings).  There were no trades in the final week […]

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