Sunday Realpolitik, Idealpolitik, und China-Sanktionen

By Paul Sankey Published on December 29, 2024 at 6:13 PM

Greetings, In the main part of this note, we examine two of the many key issues of 2025: German/EU natgas China sanctions There are so many counter-currents, that in this attempt to take some of the complexity and contradiction out of 2025 outlooks, by (mildly) deeper on both… we reveal yet more complexity. To keep it actionable, later today at 6pm ET, our resident master of clarity, Mr Greg Bordelon, Sankey Research executive partner, publishes …

Sunday (Together) We Will Go Our Way

By Paul Sankey Published on November 24, 2024 at 3:24 PM

Woke up this morning feeling pretty chipper, perhaps encouraged by very positive feedback and some really constructive additional comment on yesterday’s big $GOLD (Barrick Gold) note. Took a look at the computer, and found myself three hours later, something of a jibbering wreck. Why the mental deterioration? I listened to four successive podcasts featuring Scott Bessant, the new Treasury Secretary nominee. He is known to have been canvassing in a competitive field to be Treasury …