04
Aug
Wrap – Week Ended 8/2/24
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Worst week of 2024 for us with the ZLT down 14.5% on the week as some of our larger positions retreated sharply in a poor week for oily names despite solid results.
We are traveling this weekend but will post the Monday post at the usual time as we get set for 2Q24 Energy Earnings Week 4.
Holdings Watch:
- We added multiple times to two oily positions last week.
- The Blotter is updated.
Have a good weekend,
Z
