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%.
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
Better 3-4 week forecast than we have seen so far this winter.
https://www.cpc.ncep.noaa.gov/products/predictions/WK34/
January 31st, 2021 at 1:35 pm