19
Nov
Wrap – Week Ended 11/17/23
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The ZLT ended the week up 4.3% on the week, lifting as commodities continued to ebb with the resumption of EIA data and ahead of the OPEC+ meeting and more winterlike weather. We added to one oily position last week on the early week weakness. We spent the week doing four oily name post quarter updates. Gassy names in the week ahead. Then Service, then other names of interest.
Questions under The Wrap will be addressed in the Monday post.
Questions about the site may be directed to zmanalpha@gmail.com
Have a good weekend,
Z
