29
Aug

Wrap – Week Ended 8/29/20

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The week:

  • DJIA up 2.6%, SPX up 3.3%
  • Energy benchmarks ranged from down 1.7% (majors) to up 4.8% (oil service)
  • The ZLT was up 4.2%.

The Trading Blotter is updated. There were 3 additions to the portfolio last week.

We are:

  • 57% renewables / green space
  • 20% oily upstream
  • 18% natural gas centric upstream (more changes here soon)
  • and two names in oil service.

Free Stuff last week:

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

Questions about the site can be directed to zman@zmansenergybrain.com.

Have a great weekend,

Z

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