10
Apr
Wrap – Week Ended 04/08/22
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Solid week for the ZLT even as oil retreated with multiple upstream and oil service names in the portfolio notching fresh cycle highs. Short post today as we've just gotten back from travel.
Free Stuff:
Holdings Watch:
- We added to one solar space name and one LNG segment name last week.
- The blotter is updated.
Questions and comments under The Wrap will be addressed in the Monday post.
Questions about the site can be directed to zman@zmansenergybrain.com.
Housekeeping Watch: If you signed up this weekend and didn't get your Welcome email please check your spam filter.
Have a good rest of the weekend,
Z
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