Quote of the day: The only way to deal with an unfree world is to become so absolutely free that your very existence is an act of rebellion. Albert Camus

Energy Transition
Paul Sankey

Sunday Thanksgiving, Turkey, Syria, and Pinball

Greetings from Brooklyn Heights, Freezing! Trump brings us a new theme: “the pinball market”. Thanksgiving was a sort of proxy disaster this year, more of that to end this note. Suffice it to say that I hope you had a healthy, wealthy, and wise Thanksgiving. Thank you all for being clients, and if you are not a client and reading this, you should be paying, please. You are a Grinch to us, a thief of

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Energy Transition
Paul Sankey

Gas Stations, Couche-Tard, and Cross Border Tacos

If you “went out for a walk with your cousin” and found yourself in a gas station yesterday on Thanksgiving, perhaps confused about what day and time it was in the blinking neon light, referring to the results of Alimentation Couche-Tard (ATD CN) will not help you work out what the date is. Yes, the recurring joke in our reports on ATD earnings is their absolutely derisible reporting calendar. On Tuesday, November 26, 204, two

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Energy Transition
Paul Sankey

Sunday (Together) We Will Go Our Way

Woke up this morning feeling pretty chipper, perhaps encouraged by very positive feedback and some really constructive additional comment on yesterday’s big $GOLD (Barrick Gold) note. Took a look at the computer, and found myself three hours later, something of a jibbering wreck. Why the mental deterioration? I listened to four successive podcasts featuring Scott Bessant, the new Treasury Secretary nominee. He is known to have been canvassing in a competitive field to be Treasury

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