By Paul Sankey
Published on November 17, 2024 at 11:28 AM
We sent you a thematic yesterday at a slightly odd time, late Saturday evening for me here in London, on the UK North Sea and APA. We were very negative on both. This morning, a major long only client wrote from the US: “This [North Sea/APA] write up should be taught in both history classes and policy classes TODAY. Wonderful work and I love reading these. Thank you.” Awww, shucks, kudos as ever to Greg …
Read More
By Paul Sankey
Published on November 7, 2024 at 7:02 AM
ٱلسَّلَامُ عَلَيْكُمْ, May peace be with you. Greetings from the United Arab Emirates, in Abu Dhabi, ain’t no elections. Ain’t no elections in any of the UAE, you get the ruling families. Let’s hope they all keep getting on and supporting each other, history says that families, not least in the Middle East, can have problems. But it is a global communality, family dramas. The parallels on this trip, across the course of the history …
Read More
By Paul Sankey
Published on November 3, 2024 at 8:45 AM
مرحبًا Greetings. I swam to the Antarctic yesterday. I will explain how I managed that – ha ha ha – later in this note, when we talk about Dubai, which like gold, has become a consensus store of wealth. A measure of Dubai: “There are penguins at the Antarctic” said my host, as he eased his speedboat towards a fake island, as I furiously covered myself in sunscreen, through the 5 kph (knots per hour …
Read More
