By Paul Sankey
Published on June 4, 2026 at 3:56 PM
Google vs ExxonMobil cash return A client emailed this morning regarding yesterday’s note. We opened with a couple of bullets: “And when they write the history of the AI bubble 2022-2027, the issuance by Google of $85bn of stock in early June 2026 will be one red line that was crossed.” He stated: “I cannot believe more people aren’t paying attention to this. This is SO obviously “the sign”. Yesterday listening to Bloomberg Surveillance, my …
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By Paul Sankey
Published on January 8, 2026 at 2:27 PM
Tomorrow: PBF Refining Conference one-off, followed by a Monday back-to-back. Best performing energy stocks in the market, mate. Jan 9th Friday @11:00am – PBF Energy – Matt Lucey, CEO & Joe Marino, CFO Jan 12th Thursday @2:00pm – HF Sinclair – Timothy Go, CEO, Craig Biery, & Trey Schonter III , IR Jan 12th @3:30pm – Phillips66 – Mark Lashier, CEO, Kevin Mitchell, CFO & Sean Maher IR Jan 15th Thursday @ 4PM ET *BONUS HAPPY HOUR* – Kloza Advisors – Tom Kloza, CEO Register here: https://sankeyresearch.com/conference/sankey-refining-conference-interest-form/ ~ …
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By Paul Sankey
Published on December 28, 2025 at 7:19 PM
Seasons Greetings! Let me ceaselessly cheerful here, because if you don’t laugh, you might cry. In fact, there’s a fundamental factor in life today, which is that people perceive the world to be doomed and their own life to be pretty much excellent. Whereby, you can see it in polls. “My life in the USA is great, but the USA is a disaster”. Below, this is share of people satisfied with life vs satisfied with …
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