11
Jul

Wrap – Week Ended 07/10/20

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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.

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

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

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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,

Z

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