By Paul Sankey
Published on September 12, 2024 at 10:39 AM
Tonight Happy Hour/Strategy Session, two of the most tenured and highly regarded Long Only Natural Resource investors in the world. We are very grateful to these great guys for doing a call at a time when we are hardly “victory lapping”. Oils and Oils Alpha Performance Source: Bloomberg, Sankey Research Actually, we equity peeps are out-performing the oil (and gas) commodity. By some way. That frankly worries me, but I get it. Source: Bloomberg, Sankey …
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By Paul Sankey
Published on September 11, 2024 at 6:11 PM
In remembrance of times past, the twine that makes the rope of our collective existence: 8:46am – flight AA11 struck the North Tower 9:03am – flight UA175 struck the South Tower 9:37am – flight AA77 struck the Pentagon 9:59am – the South Tower collapsed 10:03am – flight UA93 crashed in Pennsylvania 10:28am – the North Tower collapsed As a self-described Wall Street analyst, that day and now: Source: Brooklyn Eagle (formerly edited by Walt Whitman) …
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By Paul Sankey
Published on August 20, 2024 at 11:49 AM
With the Democratic National Committee in full swing, CNBC today highlights a study by The Rhodium Group/MIT on the impact of the irritatingly-named Inflation Reduction Act (IRA). It deserves a way more accurate name, but IRA it is. This is the Clean Energy Subsidy Act, inflation reduction it surely is not. However, it is having a massive impact. All quotes are directly from Clean Investment Monitor: Tallying the Two-Year Impact of the Inflation Reduction Act …
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