Archive for February 4th, 2024


04
Feb

Wrap – 02/02/24

. . We are traveling this weekend. The Monday post will be out at the usual time.  Holdings Watch: We added to four oily upstream positions last week. We added solar tracker NXT back to the portfolio at $50.49. The blotter is updated.  Questions about the site can be sent to zmanalpha@gmail.com  Questions and comments […]

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