Morning Bits and Bobs

By Paul Sankey Published on April 17, 2024 at 10:41 AM

Today’s note is just bits and bobs: In the oil space, we are at 75% of peak media attention. Any higher, is generally a sell signal, but we are not quite there yet. It takes $100/bbl+ or $4.50/gallon nationwide pump price for me to get the call from the Mitch Albom Show which is peak USA Today territory. Mitch has sold 40m books (The Five People You Meet in Heaven etc) and runs a conservative …

Read More

Sunday Masters and Servants

By Paul Sankey Published on April 14, 2024 at 4:21 PM

What with violent gales yesterday, hostile, cold, windy, wet weather here in Brooklyn, and Patricia busy, there was me loafing around the apartment with bored dogs. I found myself non-plussed after a couple of pretty bad Premier League games, and descended into watching The Masters Saturday golf for three hours straight. I barely follow golf. Pondering the emergence of a world #1, Scottie Scheffler, who I had literally never heard of, who plays amazing, with …

Read More

Morning Kimmeridge and Valero

By Paul Sankey Published on January 25, 2024 at 12:47 PM

Happy Hour will be interesting this evening at 5pm with Kimmeridge: Chesapeake-Southwestern among other subjects for Mark Viviano: Mark Viviano Kimmeridge today Thursday, January 25th, 5:00pm EST Sankey Strategy Session | Mark Viviano – Kimmeridge – Interest Form | Sankey Research or RSVP to this email ~ Invite: Valero Senior Management Zoom call, part of US refining conference, SAVE THE DATE: February 8th at 10am Eastern. 2024 Sankey Refining Conference – Interest Form | Sankey Research Good …

Read More