19
Aug
Wrap – Week Ended 8/18/23
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This will be short as we are traveling this weekend. The ZLT was off 1.9% on the week last week with weaker equity and commodity markets. We added to one of our oily upstream positions but otherwise things were fairly summer quiet and we updated several names for 2024 model purposes.
Questions and comments under The Wrap will be addressed in the Monday post.
Questions about the site may be directed to zman@zmansenergybrain.com.
Have a good weekend,
Z
