Sunday Shia, Islam, Yemen: Who is a Houthi?

By Paul Sankey Published on January 14, 2024 at 6:00 PM

Greetings, We sent you a California write-down theme note yesterday “Exxon, Chevron, and Brangelina”, concluding that you want to own oil and gas companies exposed to California because of the State’s self-imposed tightening of its own energy balances. Essentially California is becoming steadily more import dependent, particularly for natural gas, which dominates its power supply. Key names are, CRC, Tourmaline, Matador, midstream Kinder and Plains All America, and of course Chevron and ExxonMobil, the last …

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Sunday Pens, Words, and Swords

By Paul Sankey Published on December 31, 2023 at 4:45 PM

Happy New Year’s Eve, Brooklyn Heights. Three nephews are staying with us from Mexico, they left this morning at 9am… to join the line for the holding pens at Times Square. The pens are opened at 11am, so they will be in line for two hours, then to be admitted to be penned for 13 hours, for the midnight ball drop. Incidentally the ball drop was introduced over 100 years ago when fireworks were banned …

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