By Paul Sankey
Published on July 19, 2026 at 2:39 PM
As a battle-scarred veteran of being a US Travel Soccer Dad, it is no new experience for me to travel for days to a big match and come back defeated and furious with the coach. Briefly to get it out of the way, a couple of things from the point of view of being present in Atlanta for the worst England capitulation since the fall of Singapore (February 1942, some 80,000 British Empire forces under …
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By Paul Sankey
Published on July 14, 2026 at 9:05 AM
We had Ed Westlake, former lead oil analyst at Credit Suisse, lined up for Happy Hour guest this week (Ed has relocated from Seattle back to Tribeca, NYC). “After 20 years as a successful Energy Equity Research analyst in Europe and the US, I recently set up Wonderland Analytics. Our goal is to use the increasing availability of data/compute, together with equity/industry analysis, to predict the direction and volatility of US equities/credit/CDS/ETF’s (all sectors). We …
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By Paul Sankey
Published on July 5, 2026 at 3:19 PM
Brief today, no homework, between hosting a July 4th Barbeque last night, watching the fireworks from the Promenade – they really lit it up big time, incredible – and the tall ships. I wondered if we would get drones, but they went with the big artillery. At one point the Brooklyn Bridge was a cascading flow of white fire into the water below. The bonus of the tall ship show yesterday morning offset the catastrophe. …
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