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 April 2, 2026 at 9:34 AM
Strategy Session PREMIUM EVENT today NOON 12pm ET with ROBIN MILLS LIVE FROM DUBAI. *** Note earlier time to accommodate Dubai *** 12PM ET Noon. CEO of Qamar Energy, Robin Mills established the company 2015 to meet the need for regionally-based Middle East energy insight and project delivery. He has been described by Foreign Policy magazine as “one of the energy world’s great minds”. Multi-lingual, with a first class degree in geology from Cambridge University, he …
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By Paul Sankey
Published on February 8, 2026 at 7:39 PM
We sent you a note on Uranium this morning, and so will keep this brief. I said I would do return a favour to Hedge Fund guru Doug Garber and join him on a podcast, and now I am being thrown in as a Venezuela expert. Which is the old “tallest dwarf” joke, but here it is, Friday February 13th, don’t forget Valentine’s Day next Saturday: https://shorturl.at/hzIn7 ~ Our note on last Friday’s: “XOM for …
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