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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By Paul Sankey
Published on April 7, 2024 at 5:02 PM
We sent you a theme note on BP & BPX yesterday, which was quite sad, remembering the John Browne Sun King glory days. In fact “harsh but fair” was feedback from one US E&P CEO. But as I have said many times, “if you ever feel sorry for an oil CEO, short the stock.” What should BP do? Get into Namibia. Buy a Gulf of Mexico deepwater player, but first cut out of transition investment; …
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By Paul Sankey
Published on February 1, 2024 at 9:23 AM
Happy Hour today with Frank Kelly, of Fulcrum Macro, our favourite Washington DC/global geopolitics expert. Register here: https://analysthub.zoom.us/j/84966171042?pwd=M1RwalJ3ZFdoQnpNZHBkbGxETkNJZz09 Frank began his career as a writer for President Ronald Reagan and went on to serve in the White House Office. He served as a writer for President George H.W. Bush and then at the Justice Department, focusing on national security and international issues. From there, Frank went to the US Securities and Exchange Commission, as Senior …
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