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Another solid week as earnings season wound down and the energy groups continued a slow recovery from the early April tariff induced sell off. We get the final week of the 1Q25 reporting season this week and as always, key summations can be found on the Last Week page, full write-ups can be found on the day they occurred and follow up cheat sheet updates will emerge over the next few weeks. We have large sat on our hands through the reporting season with minimal adds and no sales. The portfolio tables are updated above and our near term thoughts can be found in the Holdings Watch section of the weekday posts.
Questions and comments under The Wrap will be addressed in the Monday post.
Questions about the site or subscriptions should be sent to zmanalpha@gmail.com
Have a Happy Mother's Day,
Z
