Archive for the 'EQT' Category


28
Oct

Wednesday Morning

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. . Market Sentiment Watch: Energy eyes on earnings, China later this week (5 year plan details start emerging tomorrow) Energy eyes also on inventories and the election polls along with the broader market. Market eyes on Covid, Covid, Covid. In today’s post please find: the oil inventory preview, the natural gas inventory preview, several […]


22
Oct

Thursday Morning – First Mini Earnings Avalanche of the Season

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. . Market Sentiment Watch: The renewables space took a drubbing yesterday with solar in the lead on the declines. The run has been strong and some profit taking along the way is to be expected. We had previously taken some profits but not a lot our our sense is this is more speed bump […]


27
Jul

Monday Morning – EQT

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. . Market Sentiment Watch: Much bigger week on the economic data front with GDP, the FOMC, and Powell’s presser in focus.  Market also eying DC for more Coronavirus stimulus, In energyland last week saw reports from key Oil Service names but they offered little in the way of surprises regarding the second half, confirming […]


20
May

Wednesday Morning – TPIC, EQT

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. . Market Sentiment Watch: We’ve been pointing out that tank tops are still pretty far away, as the U.S. sits at 62% of working capacity. Now SP Global Platts says “We now expect that we will stay below global tank tops . . . We will squeak by”. Quiet day for economic data today, […]


07
May

Thursday Morning – Earnings Avalanche Day 2

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. . Market Sentiment Watch: Did not know yesterday was National Nurses Day.  Definitely a loud shout out to all nurses with a big thank you! This is a high volume reporting day. Some of our comments are more brief than usual. If something is not clear please ask in the comments section. In today’s […]

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