Sunday Heroes and Villains

By Paul Sankey Published on November 3, 2024 at 8:45 AM

مرحبًا Greetings. I swam to the Antarctic yesterday. I will explain how I managed that – ha ha ha – later in this note, when we talk about Dubai, which like gold, has become a consensus store of wealth. A measure of Dubai: “There are penguins at the Antarctic” said my host, as he eased his speedboat towards a fake island, as I furiously covered myself in sunscreen, through the 5 kph (knots per hour …

Read More

And the ’68 Summer Festival Wallflowers are Thinning*

By Paul Sankey Published on May 2, 2024 at 12:28 PM

Today 4pm Happy Hour is open mike Sankey vs Bordelon. We can discuss FTC vs Scott Sheffield – press release today from PXD – earnings, oil & gas markets, everything! Register to me and Greg here: https://sankeyresearch.com/conference/sankey-strategy-session-paul-sankey-greg-bordelon-interest-form-2/ Next week, macro maven Luke Gromen. Register for Luke here: https://sankeyresearch.com/conference/sankey-strategy-session-luke-gromen-interest-form/ ~ We are not super-bearish! Except natural gas … equities. And onshore service. A reader said she was reading our distillate note from Saturday and stopped reading …

Read More