Archive for the 'FANG' Category


04
May

Tuesday Morning – Energy Earnings Avalanche Day 1

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. Market Sentiment Watch:  NY, NJ, CT prepare to reopen fully in May with the UK set to follow in June. Vaccine application set to broaden to include younger kids. . Housekeeping Watch:  A busy day, with more to come in energy earnings this week. Some of our comments may be more brief than usual. […]


23
Feb

Tuesday Morning – MGY

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. . Market Sentiment Watch: Economic eyes on Powell testimony.  Market eyes on tech. In today’s post please find: the early read on oil inventories (big withdrawals expected in what will be a pretty sloppy report), the very early read on natural gas inventories (range forming up in 2nd biggest on record storage withdrawal territory), […]


22
Dec

Tuesday Morning – FANG, GOEV

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. . Market Sentiment Watch: Spending and Covid relief bills passed by congress last night. Green segment stocks continue to outperform traditional energy and the broad markets in advance of the bill package that includes extensions for PTC (Wind – 1 year extension for construction start (to 2021) and ITC (Solar – 2 year extension; […]


21
Dec

Monday Morning

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. . Market Sentiment Watch: Holiday week, generally pretty light traffic in the space and on our site. Ask questions if you have them.  Stimulus deal reached (though not yet voted on). $900 B – ($284 B PPP; $600 per adult, $82 B for schools, $25 B for rental assistance and an eviction moratorium extension, $15 […]


03
Nov

Election Tuesday

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. . Market Sentiment Watch:  Election Day.  Vote.  Be cool.  See our election comments in The Five Things section of the Monday post. In today’s post please find: the early read on oil inventories (benign report expected, the very early read on natural gas inventories (first withdrawal of the season expected), comments on the FANG […]

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