Archive for May 20th, 2023


Wrap – Week Ended 05/19/23

. . The ZLT was up 4.8% on the week last week. We’ve been slowly building positions in gassy names and though the wedge in the portfolio is still smaller than the oily upstream one the group appears to be trying to bottom.  Natural gas, as noted for several weeks, is also in a bottoming […]

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