By Paul Sankey
Published on April 16, 2025 at 10:04 AM
Happy Hour 4pm tomorrow we got us an engineer! Macro guru Michael Kao is well-known for Kaoboy Musings – on Substack and Kaos Theory. His twitter handle is UrbanKaoboy. In a crisis, we all become credit analysts. Michael is a stone-cold macro expert. Register Here: https://sankeyresearch.com/conference/sankey-strategy-session-michael-kao-urbankaoboy-interest-form/ Source: Toptradersunplugged.com ~ Here are a couple of charts I have been looking at, rather back of a beermat, pondering that the tide is half way out. The tide …
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By Paul Sankey
Published on March 9, 2025 at 4:43 PM
With the violent markets and noise, we are reluctant to chase the puck week-by-week, and so we step back almost entirely into a long term thematic: Chevron Tengizchevroil, and a really positive view of Chevron here. That thematic is linked as a pdf just below, hope you enjoy. The key section is highlighted in the contents under the imaginative title “Key Section”. Essentially, the genesis & core of this note was Greg Bordelon going back …
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By Paul Sankey
Published on February 27, 2025 at 9:42 AM
Tonight! At 4pm Eastern, 9pm my time, London. We have another top oil executive on Happy Hour Zoom. Thursday, February 27th, 4PM ET, Zoom Guests – Plains All American’s CEO, Willie Chiang & Blake Fernandez, IR Premium Registration Link – https://sankeyresearch.com/conference/sankey-refining-conference-plains-all-american-interest-form/ Willie is fantastic, and we can chat a bit about some of the reminiscences of this note. When we talk about ConocoPhillips in the 2000s, Willie was right there. I first met him back then as …
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