By Paul Sankey
Published on October 31, 2026 at 9:13 AM
Paul: How does life in Iran relate to the regime under this pressure? Robin: There were huge protests in January, put down very brutally, with thousands killed. Some of the higher numbers are nonsense, but clearly many thousands were killed and many others detained. That happened before the war. From the regime’s point of view it was almost the best thing that could have happened: they killed or imprisoned a lot of potential troublemakers just …
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By Paul Sankey
Published on October 20, 2026 at 2:06 PM
Delighted to say that Lakshmi Sreekumar returns to Happy Hour this week Thursday at 4pm. She is quite the character, I just had a great chat with her. She is retiring from Capital One but not oil analysis. You may have noticed she popped up about a month ago on X.com and rocketed to 10k followers. Register for what will be a fun chat on Thursday: https://sankeyresearch.com/conference/sankey-strategy-session-lakshmi-sreekumar-managing-director-commodity-derivatives-capital-one-securities-interest-form/ Source: Dallas Fed Every Sunday after I have …
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By Paul Sankey
Published on June 1, 2025 at 2:48 PM
Greetings, Just like that, the month of May 2025 was gone. Always a blink, the wonderful month of blossoms. Thus, Panama hats, white linens and blue seersucker summer wardrobe-ready, Wall Street summer is upon us. Enjoy your weekend, let’s try to relax. A stroll today, to help you think easy, let me give you a reminder of the famous (and generic) Sunday Sankey Pimm’s recipe, which drink converted at least one hedge fund portfolio manager …
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