Archive for November, 2020


Monday Morning

. . Market Sentiment Watch: Stimulus back on the market’s holiday wish list (both for an extension of unemployment benefits and for vaccine distribution aid to the states), Energy markets are focused on OPEC meeting today and the OPEC+ meeting tomorrow. Before the meeting a ministerial panel failed to agree upon delaying the currently planned […]


Wrap – Week Ended 11/27/20

. . Positive if short week with the ZLT up 9.7% in three and a half sessions. YTD (through 11/25/20) the ZLT is up 20.7% (up 49.7% in the last 3 months). Holdings Watch: We doubled up in one of our renewable positions. We continue to hold 18 positions. Our KCAC began trading as QS […]


Wednesday to Friday Post – Happy Thanksgiving

. . Market Sentiment Watch: We are thankful for many things including your patronage. We hope you and yours are well this holiday season.  We get A LOT of economic data as well as both EIA weekly reports today. Housekeeping Watch:  Site improvements ~ send us your thoughts with “Site Improvements” in the subject line […]


Tuesday Morning – A few more fuel cell name updates

. . Market Sentiment Watch: The presidential transition is moving ahead. Headline from the 3rd vaccine is “200 mm doses this year, 3 billion next”.  Very good news.  But some bad case numbers between now and then end of winter will likely prompt some pauses in what’s been a heady vaccine bounce along the way. […]


Monday Morning

. . Market Sentiment Watch: Last week market’s moved sideways on mixed to poor economic data and rising Covid numbers with more good vaccine news serving to ward off any serious thoughts of profit taking. This morning reports indicate the Oxford vaccine may be up to 90% effective.  On Friday the White House said 40 mm […]

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