Archive for the 'JKS' Category


07
Jul

Tuesday Morning – WKHS

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. . Market Sentiment Watch: EU lowers GDP assumption. Energy eyes on the EIA STEO due out later today and API after the close. In today’s post please find: the early read on oil inventories, the very early read on natural gas inventories, comments and a cheat sheet update, and some other odds and ends. […]


23
Jun

Tuesday Morning – JKS, Wind

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. . Market Sentiment Watch: WHO reported a single day record for new Covid cases yesterday, Market continues to largely shrug off new case rises in the U.S. (despite spikes in large states from east to west and comments about re-closings), China deal concern overnight prompted a brief market dip (until Navarro reversed his comment […]


15
Jun

Monday Morning – JKS

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. . Market Sentiment Watch: Nervous market conditions over Covid and reopening. Free Stuff Last Week: TPIC – Wind Now, Transportation Soon BCEI – Inexpensive Despite the Rally  (as with the last piece written with the name near $14, few have read this one) Housekeeping Watch:  Hello again. It’s that time of summer when people […]


04
Jun

Thursday Morning – WPX

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. . Market Sentiment Watch: Market needs a pause in our view, Energy eyes warily watching OPEC+ comments prior to the meeting next week (which may or may not get delayed).  Please also note our product glut comments noted below. Air travel showing some more signs of a heartbeat. In today’s post please find: the […]


13
Mar

Friday Morning – JKS

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. . Market Sentiment Watch: Coronavirus impacts remain in charge as America grinds to a halt (at least for March but potentially longer). Markets seek clarity and leadership. White House-Congress deal hopes driving early futures bounce. Also China is taking concrete steps to encourage foreign activity/investment while some markets are limiting short sell and the […]

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