Sunday Angel’s Charlies

By Paul Sankey Published on December 14, 2025 at 3:57 PM

Greetings, Snowing across New York City. We are getting a good couple of inches as I write, and noted that apparently, Jay Peak Resort in Vermont has seen 185” of snow so far this season, as of yesterday. We are hitting 3”, second fall of year, first proper snowfall. East Coast ski resorts are thrilled. It was a busy week, starting with Energy investor darling GE Vernova reported results, beat and raise then ExxonMobil had …

Morning Career Moments

By Paul Sankey Published on April 25, 2024 at 10:14 AM

Today – yesterday’s DOE data. Hess earnings commentary: “Good morning. HES 1Q results are out … and are not bad if I do say so!” Valero out: slight beat. NESTE terrible, stock getting crushed. FTI really good results supporting our long offshore short onshore thesis. Antero OK ~ THIS AFTERNOON 4PM ET Mark Rossano and Fernando Valle of G6 private equity are on Happy Hour. Both are outstanding on the entire energy complex from rig …