By Paul Sankey
Published on September 5, 2025 at 8:52 AM
Frank Kelly on Washington; National Guard; Reconciliation Bill /2026 Budget/Stargate & AI/Trade Bills/$11trn foreign direct investments (much targeting data centers)/there is no actual trade deals – Frank challenges anyone to find a full text of a trade deal, for example Vietnam, the list goes on. Supreme Court not rushing and may uphold the decision undermining trade deals; and more, all in 45 mins. Trump to start Sovereign Wealth fund – $300bn seized crypto, Fort Knox …
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By Paul Sankey
Published on August 24, 2025 at 5:41 PM
Back from my week in Colorado and California. I missed a wet week in Brooklyn as Hurricane Erin passed. Today the weather is perfect, though bearish natgas. Temperatures have been cold and are now ideal. No air con, but a the beautiful summer breeze, we are at 78F, 25C. Top tip: in temperature conversion, 28°C ⇄ 82°F, 16°C ⇄ 61°F, 4°C ⇄ 40°F.~ Natgas bulls look away now: Source: NOAA ~ When in Rome, we …
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By Paul Sankey
Published on August 17, 2025 at 5:38 PM
Greetings, Alaska? No I am off to Colorado, first thing tomorrow, Monday. This year is the 30th anniversary of the Enercom conference in Denver. This is a more small cap conference with the interesting twist of being free to attend for registered investment professionals. And indeed, I am still registered, to Series 24 level, no less. Reminder: Drinks September 2nd in Midtown around Barcap conference 5pm. So for me, a bit of an old school …
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