Archive for the 'EQT' Category


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 […]


03
Apr

T.G.I.F.

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. . Market Sentiment Watch: The Covid-19 numbers will get worse before they get better. Seems obvious but it’s the back drop for the sitting on of hands so it bears constant reiteration. Good Covid-19 trackers are listed at right on the site. There will be multiple hot spot flareups and declines this month. There […]


14
Jan

Tuesday Morning – WIOWIO Part 5

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. . Market Sentiment Watch: News flow is picking up. In today’s post please find a trade noted in the Holdings Watch section, the early read on oil inventories, the very early read on natural gas inventories, generation capacity graphs (coal still falling big, natural gas, wind, solar all rising) and planned adds, natural gas […]


25
Jul

Thursday Morning – OII and Others

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. . Market Sentiment Watch: Energy earnings season starting to heat up. In today’s post please find the oil inventory review (slightly positive side of neutral report, crude improved to both year ago and five year average levels but this was a Barry impact skewed report and production which drove the monster crude draw will […]

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