Sunday Champagne, Champions but no Clamato

By Paul Sankey Published on July 13, 2025 at 6:44 PM

Ola, You might remember my line over the past few years, my line that the biggest danger I face when I travel to Europe, with its land wars, economic and migrant crises etc, is getting hit by a flying champagne cork. Sure enough today’s incredible tennis final at Wimbledon was interrupted by a flying champagne cork landing on court. Congratulations to both players, incredible. A certain Permian Oil CEO and I shared messages of incredulity …

Thematic: $GOLD, a Personal History, with Ice Cream Mixers

By Paul Sankey Published on November 23, 2024 at 11:54 AM

Barrick Gold held an investor day yesterday Friday 22nd November 2024, which had us pondering the extent to which: Major investors have little interest in gold mining stocks. I have asked them. Thus gold mining stocks trade at muted multiples Despite the fact that investors clearly love gold, which has been hitting record price highs The argument outlined in this somewhat eccentric note – I will be the first to admit that the full biography …