25
Jul
Wrap – Week Ended 7/24/20
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The ZLT was up a little over 2% on the week as the energy group slowly kicked off earnings season (mostly service names so far and few surprises though the group did rally (OIH was up 9% as was our solitary holding in the space (LBRT).
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We conducted 4 trades in the portfolio last week. Please see the updated Blotter here.
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The Z4 positions tab will be updated Sunday evening.
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Free Stuff Last Week:
Questions and comments under The Wrap will be addressed in the Subscriber Mailbag section of the Monday post.
Have a good weekend, Z
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