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The ZLT was down 0.3% on the week last week as we waded through the second week of the 3Q24 energy reporting season with a mixed bag set of results. Sentiment is generally ok in the early rounds of E&P and more cautious than expected in NAM and International oil service. Please see this week's post for details and consult Monday's post for the quick bulltets.
Holdings Watch:
- We added trading positions in one solar tied name and one service name after they reported.
- The blotter is updated.
We are traveling this weekend and I will be out of pocket until Sunday late. Questions and comments 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
