Archive for the 'BWEN' Category


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 […]


23
Jul

T.G.I.F.

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. . Market Sentiment Watch: China / U.S. relations putting a modest weight on U.S. futures. Trump noted that a deal with China is less important to him now than before. Housekeeping Watch: A bored Z is a terrible thing to see. Use me, I’m not on vacation and earnings season doesn’t really get busy […]


09
Jul

Thursday Morning – More Wind

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. . Market Sentiment Watch: All eyes on jobless claims today to make sure we don’t see an uptick (initial claims have been grinding lower for weeks now), Covid-19.  We’re seeing more countries and U.S. states rollback re-openings. In the U.S. new case highs have been set almost daily this week and our sense is […]


01
Jul

Wednesday Morning – Wind

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. . Market Sentiment Watch: Caixin China PMI came in ahead of expectations the day after China official PMI did, All eyes on ADP and U.S. car sales today and NFP and the unemployment rate tomorrow. Covid-19 – new high case total yesterday. Market kind of watches this off and on. More rollbacks are likely […]

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