18
Nov
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The ZLT was down 4% last week, in line with to a bit better than it's energy benchmarks. The ZLT is up 14.9% last three months and down 16.2% YTD.
We remain ~20% cash and cash equivalents.
The Blotter is updated.
Questions and comments under The Wrap will be addressed in the Monday post. .
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Worth reading
https://www.eia.gov/todayinenergy/detail.php?id=33792
What replaces this? It's baseload, not wind, not solar. Natural Gas.
November 19th, 2017 at 11:28 am