Sunday Pemex and Power Trade

By Paul Sankey Published on February 2, 2025 at 3:19 PM

Way hey, That was a week. Deepseek to Tariffs. And plenty of results. Here’s the S&P500 and Nasdaq year to date. Source: Bloomberg, Sankey Research Pinball. Tape bombs. Regarding the January Barometer, (January sets the direction for the market’s year) we closed January up 3.2% in the S&P500 and 1.9% on the NASDAQ even after a -1.5% drop in the latter this past week post-Deepseek. Harry Hindsight is the best trader in the market. Briefly …

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Sunday Citizens Caned

By Paul Sankey Published on October 13, 2024 at 1:53 PM

Greetings, Columbus Day tomorrow, market holiday in USA – boooo from London. But in the personal section of this note I wonder if it is time for my US citizenship. It will be too late for me to vote in November, but what a thriller this US election is proving to be. “Joe Biden deliberately sabotaging Kamala’s campaign” is one headline here in London – what does that mean for Israel going after Iran energy …

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Sunday Pens, Words, and Swords

By Paul Sankey Published on December 31, 2023 at 4:45 PM

Happy New Year’s Eve, Brooklyn Heights. Three nephews are staying with us from Mexico, they left this morning at 9am… to join the line for the holding pens at Times Square. The pens are opened at 11am, so they will be in line for two hours, then to be admitted to be penned for 13 hours, for the midnight ball drop. Incidentally the ball drop was introduced over 100 years ago when fireworks were banned …

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