Trigger Alert: Donald Trump vs Jake Paul

By Paul Sankey Published on June 15, 2024 at 1:06 PM

Trigger warning: today in our “in their own words series” we parse a podcast between Jake Paul and Donald Trump. This note is entirely devoted to that subject, be warned. TLDR: Otherwise lacking a clearly defined policy outline – unless you think the Heritage Foundation’s Project 2025 “let’s combine Church and State” – with few specific campaign promises, Donald Trump is repeatedly saying as he campaigns that he will make peace in the Ukraine, and …

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Sunday Saudi Puts, Iran Puts, SPR Puts, and

By Paul Sankey Published on May 12, 2024 at 7:08 PM

We have hit that point in oil markets when suddenly, just like that, all the newsflow turns bearish. Better put “seems bearish”. Once again, like our commentary on US distillate looking less terrible when you add back renewable diesel (note published last week), latest reports of the death of the oil market are over-stated. Prior reports have proven completely wrong. While there may be bearish fears regarding the upcoming June 1st OPEC meeting, the reality …

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Sunday Masters and Servants

By Paul Sankey Published on April 14, 2024 at 4:21 PM

What with violent gales yesterday, hostile, cold, windy, wet weather here in Brooklyn, and Patricia busy, there was me loafing around the apartment with bored dogs. I found myself non-plussed after a couple of pretty bad Premier League games, and descended into watching The Masters Saturday golf for three hours straight. I barely follow golf. Pondering the emergence of a world #1, Scottie Scheffler, who I had literally never heard of, who plays amazing, with …

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