31
Jan

Wrap – Week Ended 01/29/21

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Bit of an odd week last week with no need for us to speak to the oddity that is hedge funds vs reddit. The ZLT was off 6.3% last week and is up 20.2% on the year.

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Holdings Watch:

  • We added a new position in the solar space.
  • We added to one of our zero emissions emerging vehicle plays.
  • We added to one of our core wind names,
  • We sold 1/4 of our PLUG position at $75 even, up a nice 1,434%.

The Blotter is updated.

Questions under The Wrap will be addressed in the Monday post. Questions about the site can be addressed to zman@zmansenergybrain.com

Have a good rest of the weekend,

Z

One Response to “Wrap – Week Ended 01/29/21”

  1. 1
    zman Says:

    Better 3-4 week forecast than we have seen so far this winter.

    https://www.cpc.ncep.noaa.gov/products/predictions/WK34/

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