Archive for the 'BWEN' Category


13
Oct

Tuesday Morning – WIOWIO Part 2, Subscriber Mailbag

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. . Market Sentiment Watch: China scored record import and exports in September on post Covid rebound; China retail sales are showing a strong rebound in the EV space as well, Covid news – rising U.S. cases, a confirmed re-infection in the U.S. (45 days apart, two genetically different strains), and temporary suspension of one […]


31
Aug

Monday Morning – BWEN

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.   . Market Sentiment Watch: Slow week of economic data until we get to Thursday and Friday which are key; energy data this week will be a bit wonky due to Laura, Market is eying Covid figures but does not appear to be overly concerned. More and more rapid testing is coming. Also more […]


17
Aug

Monday Morning

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. . Market Sentiment Watch: Less data on the energy front this week vs last but we are likely to see rising Middle East tensions near term. Promising new saliva test for Covid was approved over the weekend. Busy week for us as we get a number of post quarter updates out and the Gassy […]


05
Aug

Wednesday Morning – Earnings Avalanche Day 2

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. . Market Sentiment Watch: Covid-19 relief bill looking like end of week now, BP (unowned) cut their dividend and it is letting oil production fall, Please note this is a busy earnings week for us. Some of our comments may be more brief than usual. If something is not clear please ask in the […]


31
Jul

T.G.I.F.

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. . Market Sentiment Watch: Strong tech earnings in focus, Nonfarm payrolls next week, In DC, congress appears to be far from agreeing on the next Coronavirus bill, We have a very busy week next week (please see the Calendar near the bottom of today’s post). In today’s post please find: the natural gas review […]

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