Archive for February 27th, 2021


Wrap – Week Ended 02/26/21

. . 4Q20 energy earnings season is winding down. Traditional energy has held up well (largely on strong oil prices and reiterated promises of capital discipline) but tech/renewables has gotten increasingly sloppy over the last couple of weeks. Holdings Watch: We added to 1 core gassy name last week. We added to 1 core wind […]

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