Archive for the 'BLDP' Category


10
Sep

Thursday Morning – PE, FCEL, BLDP

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. . Market Sentiment Watch: Smaller than expected stimulus package is on the table, Energy eyes are on dualing inventory reports today, Stay safe CA people.   Housekeeping Watch: (#s 7-9 are additions to yesterday’s housekeeping watch) Please bookmark our back up site: www.zmanbackup.wordpress.com.  In the rare event our site goes down that one will […]


08
Sep

Tuesday Morning

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. . Market Sentiment Watch: Short week and a lighter one on the economic data release front (only real notable will be jobless claims), In energyland the oil weekly reports are pushed back a day to Wednesday and Thursday respectively. We will get the STEO this week and given the recent higher than expected EIA […]


19
Aug

Wednesday Morning – BLDP

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. .   In today’s post please find: the oil inventory preview (across the board draws expected again; after the close API was a mixed bag), the natural gas inventory preview (consensus still below us, solid report expected for time of year on heat, recovering LNG exports), comments and a cheat sheet update for BLDP, […]


06
Aug

Thursday Morning – Earnings Avalanche Day 3

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. . Market Sentiment Watch: All eyes on Payrolls tomorrow. Covid cases seem to be plateauing again. We also note several drugs are showing positive signs as potential treatments or prophylactic (anyone on Heparin may get a benefit according to an increasing number of reports). We are noting a number of energy voices taking note […]


26
Jun

T.G.I.F.

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. . Market Sentiment Watch: Covid is weighing on our sentiment and intermittently the market. I don’t give advice. I simply tell you what I am thinking. I am thinking Covid is a bit of a bigger deal than some seem to think. I have felt this way for a good long while now. If […]

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