Archive for the 'FANG' Category


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 […]


20
Oct

Tuesday Morning – COP, PE, FANG

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. . Market Sentiment Watch: Market eyes watching stimulus machinations, and to a lessor extent Covid numbers in the States, Europe. Air traffic data are holding the line instead of retreating seasonally. In today’s post please find: the early read on oil inventories (Street sees more draws; we think they are light on the crude […]


14
Oct

Wednesday Morning – WIOWIO Part 3

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. . Market Sentiment Watch: Market eyes on financials’ 3Q20 earnings (big GS beat on bond trading), Covid developments (mixed bag, but trends look poor to us), and D.C. and the campaign. Energy inventory reports arrive tomorrow, a day late due to the holiday. In today’s post please find: the early read on oil inventories […]

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