By Paul Sankey
Published on April 16, 2025 at 10:04 AM
Happy Hour 4pm tomorrow we got us an engineer! Macro guru Michael Kao is well-known for Kaoboy Musings – on Substack and Kaos Theory. His twitter handle is UrbanKaoboy. In a crisis, we all become credit analysts. Michael is a stone-cold macro expert. Register Here: https://sankeyresearch.com/conference/sankey-strategy-session-michael-kao-urbankaoboy-interest-form/ Source: Toptradersunplugged.com ~ Here are a couple of charts I have been looking at, rather back of a beermat, pondering that the tide is half way out. The tide …
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By Paul Sankey
Published on February 23, 2025 at 5:27 PM
Greetings, It was requested that I would start this week with the greatest oil management quote of all time, a veritable “How to do it, definitive”, that was raised at drinks last Wednesday: The story pertains to the movie Armageddon. IMDB: When an asteroid threatens to collide with Earth, NASA honcho Dan Truman (Billy Bob Thornton) determines the only way to stop it is to drill into its surface and detonate a nuclear bomb. This …
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By Paul Sankey
Published on November 1, 2024 at 7:33 AM
In the US suburbs, those Halloween avenues, a “yard sale” is an innocent family rite of passage where the garage is cleared, and in the excitement you try to dump as many of the kids grown-out-of toys. In our world, is the equivalent of a major oil company announcing yet another disposal target. But in skiing, a “yard sale” describes a level of wipe out so spectacular that gear is smashed off the skier, poles, …
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