By Paul Sankey
Published on October 28, 2026 at 12:17 PM
Terrific Happy Hour this week, with Robin Mills, a stone-cold Dubai-based geopolitics expert, who was excellent when we had him on in March this year. We need him now. Guest – Robin Mills, Non-Resident Fellow at the Center on Global Energy Policy & CEO of Qamar Energy. Date/Time – tomorrow Thursday 10/29 at 12pm ET (to accommodate Robin live from Dubai where he is based). Full Robin bio to follow before the call. Registration – …
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By Paul Sankey
Published on January 7, 2026 at 9:53 AM
My 6am morning coffee run this morning was shrouded in a Dickensian fog, dark figures in dark coats, streetlights almost candle-weak. It was hard to not find that meaningful in today’s bewildering markets. The Fog of War (a great film, highly recommended, on Kennedy/Johnson Defense Secretary Robert McNamara). The first surprise was not the removal of Maduro and his wife, but the lack of positive momentum for María Corina Machado, who had appeared to be …
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By Paul Sankey
Published on April 24, 2025 at 1:58 PM
Postponing today’s Happy Hour owing to a scheduling clash. (Dan Dreyfus CIO at Bornite) – he will be back soon, on a new Thursday. At the very least, next week Greg Bordelon and I will do a State of Union regarding my current trip to the Calgary and the West Coast, and his model portfolio which is weathering extremely well. Huge up days are not his thing, but overall, Greg is performing very well, where …
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