Wrap – Week Ended 07/10/20



Strong week.

  • The ZLT (now with 17 positions) was up a little over 7%.
  • The Energy group benchmarks fell between 3 and 5.
  • The broad market as measured by the SPX was up 1.8%.
  • Renewable names buoyed the portfolio again this week.


The Blotter is updated.  There were no trades last week. 


The Positions page was updated on July 7th. We currently hold 17 names.


Free stuff last week:

Questions and comments under The Wrap will be addressed in the Monday post.

Questions about the site can be addressed to zman@zmansenergybrain or zmanalpha@gmail.com

Have a good weekend,






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