By Greg Bordelon
Published on August 25, 2024 at 7:00 PM
The model portfolio was up 10 bps on gross market value (GMV) for the week ended 8/23/24. Year to date, the portfolio is +897 basis points on GMV. The defensive book posted strong P&L on the market selloff Tuesday and gave back most of that P&L on the market rip Friday. The other days of the week managed to add up to a small gain. Source: Bloomberg, Sankey Research Regards, Greg Bordelon
Read More
By Greg Bordelon
Published on August 25, 2024 at 6:00 PM
Summary Small gain in choppy week Writing off 2025 natural gas, wary of 2026 futures Tactically bullish crude oil exposure and buybacks Watching NVDA to gross up power thematic exposure Performance The model portfolio was up 10 bps on gross market value (GMV) for the week ended 8/23/24. Year to date, the portfolio is +897 basis points on GMV. The defensive book posted strong P&L on the market selloff Tuesday and gave back most of …
Read More
By Greg Bordelon
Published on August 18, 2024 at 7:00 PM
The model portfolio was up 23 bps on gross market value (GMV) for the week ended 8/16/24. Year to date, the portfolio is +890 basis points on GMV. Two strong positive performance days on Tuesday and Wednesday were enough to overcome three down days elsewhere in the week. We made no changes to positioning. Source: Bloomberg, Sankey Research Regards, Greg Bordelon
Read More
