A Major Client Asks… Intelligence Responds

By Paul Sankey Published on March 2, 2026 at 6:45 PM

Paul, Saw your comments re: the Strait [of Hormuz]. Trying to get a sense of why tanker volume is so low between 1. Insurance 2. Voluntary – “let’s wait” 3. Iranian posturing 4. Fear of attacks 5. Actual attacks… etc… Agree with you that certainly don’t have the Navy to do it and mining seems like an extreme step so question really I guess is what does it take to get tankers (non Chinese/Russian) moving …

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Sunday Looking for Kilos as Bells Toll

By Paul Sankey Published on February 15, 2026 at 4:20 PM

Dear Client, It is not a joking matter, but it turns out that I am in the Epstein files. My friend’s (London-based) son in High School is doing a little intern work for me, on the weekly DOE data. He took the initiative, shall we say, to search the Epstein email dump for “Paul Sankey”. And there I am, mentioned in passing. In 2013, Epstein was invited as a client by Deutsche Bank wealth management …

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Sunday Buying SLB and Holding Liat

By Paul Sankey Published on January 18, 2026 at 6:38 PM

Hello All, Mid-January… these are the hard yards on Wall Street – no let up until mid-April. It was the New York winter that broke the Occupy Wall Street protestors in 2011, and they wimped out in November. We workers kept grinding. Wintry mix today in Brooklyn Heights, brisk weather is forecast for Tuesday: 14° low, or -6° to Europeans. MLK Day Federal Holiday tomorrow, which seemingly nobody in Houston follows, at least not in …

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