Sunday and Smith Must Score

By Paul Sankey Published on January 11, 2026 at 8:23 PM

This note covers the Oil CEO meeting at the White House on Friday, and tomorrow we host Mark Lashier, CEO Phillips 66, who was in the room. Refining Conference continuation: Jan 12th Monday @2:00pm ET – HF Sinclair – Timothy Go, CEO, Craig Biery, & Trey Schonter III, IR Jan 12th Monday @3:30pm ET – Phillips 66 – Mark Lashier, CEO, Kevin Mitchell, CFO & Sean Maher IR To round out, also at the White House meeting: Feb 4th Wednesday @4:00pm –Valero– Lane Riggs, …

Sunday Shaggy and the Pool Tan

By Paul Sankey Published on February 25, 2024 at 7:29 PM

Greetings, There is an embarrassing feeling about current equity markets, for us writing this note, a bit like hosting family lunch on the patio at the country club, while trying to ignore the spectacular naked celebrity gloriously sunbathing by the pool. To be less… conceptual: we got our answer to the question we posed last Sunday on NVDA earnings. ~ It’s hard to avoid staring but we pretend to focus on the slightly dry turkey …