By Paul Sankey
Published on February 8, 2026 at 7:39 PM
We sent you a note on Uranium this morning, and so will keep this brief. I said I would do return a favour to Hedge Fund guru Doug Garber and join him on a podcast, and now I am being thrown in as a Venezuela expert. Which is the old “tallest dwarf” joke, but here it is, Friday February 13th, don’t forget Valentine’s Day next Saturday: https://shorturl.at/hzIn7 ~ Our note on last Friday’s: “XOM for …
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By Paul Sankey
Published on January 29, 2026 at 8:23 PM
Sorry there was no Happy Hour today with earnings this week, I meant to warn you before 4pm but I got tangled in a couple of things today, like the Social Security Office downtown Manhattan (oh yes, through ice by subway) and then a lot of messing around for a 2 minute slot on CNBC. Noted Coterra merging with Devon getting hot (Bloomberg) Chevron and ExxonMobil results tomorrow, We take a look at GE Vernova’s …
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By Paul Sankey
Published on December 14, 2025 at 3:57 PM
Greetings, Snowing across New York City. We are getting a good couple of inches as I write, and noted that apparently, Jay Peak Resort in Vermont has seen 185” of snow so far this season, as of yesterday. We are hitting 3”, second fall of year, first proper snowfall. East Coast ski resorts are thrilled. It was a busy week, starting with Energy investor darling GE Vernova reported results, beat and raise then ExxonMobil had …
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