Archive for the 'HCAC' 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; […]


09
Dec

Wednesday Morning – ARRY

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. . Market Sentiment Watch: Stimulus decision is looming with talks looking more constructive but sticking points remain. Our view is they get something done before recess. Pfizer vaccine gets favorable review from FDA; market expecting near term approval. U.N. says green house gas emissions from 2019 at record, putting globe on track for 3C […]


20
Aug

Thursday Morning – HCAC

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. . Market Sentiment Watch: Market eyes on Fed minutes (first full paragraph page 3, all of pages 4,5 and especially pages 8-10 here), Oil energy eyes on Iran (UAE and US tensions); otherwise energy land is fairly quiet this morning from a news flow perspective across oil, natural gas and renewables, Our eyes on […]


18
Aug

Tuesday Morning – COG, GDP, HCAC

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. . Market Sentiment Watch: In energyland OPEC calls for compliance vigilance. In today’s post please find: the early read on oil inventories (across the board draws), the very early read on natural gas inventories (early consensus is smaller than we expect), comments on COG with new upside targets and a cheat sheet update, comments […]

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