21
Jan
Wrap – Week Ended 01/20/23
. The ZLT was down 3.5% last week in the wake of the prior week’s 14.4% bump higher (we’re up 3.2% on the year). Our oily and gassy upstream wedges were resilient while oil service and renewables saw a little profit taking. Noise in our view. We added to two positions to take advantage of […]