10
Dec

Wrap – Week Ended 12/08/23

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Mixed bag of a week with early week losses stemming from follow through of the prior week's oil and gas sell offs and reawakened fear of a global slowdown that eventually halted and partially reversed with better data at week's end.

The ZLT was down 5.2% on the week last week and we took the opportunity to add to one Oil Service name and One Gassy Upstream position. The blotter is updated here. 

Questions about the site may be sent to zmanalpha@gmail.com 

Questions and comments under The Wrap or otherwise received over the weekend will be addressed in the Monday post. 

Have a good weekend,  

Z

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