Archive for March 27th, 2021


Wrap – Week Ended 3/26/21

. .   Holdings Watch: No position sales last week. We added to two names on group weakness. The blotter is updated.  Notable items from the table below: The frac spread count continues to rise. See our comments on LBRT last week. Refiner throughput is about to cross over year ago levels, likely in the […]

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