Archive for May 5th, 2020


05
May

Wednesday Morning

. . Market Sentiment Watch: Someone asked me yesterday with regard to 1Q20 reports, “isn’t all the news just bad now anyway as you listen to call after call?” I was a bit shocked by the question. The short answer is NO. The longer answer is even at current low low oil prices, the names […]


05
May

Tuesday Morning – Earnings Avalanche Day 1

. . Market Sentiment Watch: Yesterday futures were focused on reopening concerns, Today the same headlines for reopening but the word has changed to hopes. In today’s post please find: the early read on oil inventories (small builds expected this week as throughput and gasoline demand both continue to get up off the floor), the […]

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