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September 01, 2020 10:27am
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Wrap – Week Ended 10/08/21

. . Modestly positive week for the ZLT. Our largest positions are in oily and gassy upstream names and they are making new highs but remain inexpensive. The renewables portion of the portfolio continues to waffle. Holdings Watch: Last week we added to one gassy upstream name and re-entered another and then added to two […]
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