By Paul Sankey
Published on January 27, 2026 at 9:29 AM
Sorry I was meaning to write this session with Rory up properly, but got distracted by PJM etc over the weekend, what with this brutal cold. The week ahead forecast for Brooklyn is sub-zero all the way. Beyond a week is anybody’s guess. Link to Rory replay below. We are opening this to all subscribers to promote Rory’s independent research effort. And encourage you to go Premium Subscriber to enjoy these calls live and replay …
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By Paul Sankey
Published on August 3, 2025 at 5:15 PM
Well, the negative revisions to jobs numbers on Friday drew a rapid response from Donald Trump, he fired the head of the Bureau of Labor Statistics. Not our first “Uh Oh” and it won’t be the last, by any means. But statistics controversy fits well with the theme of our note today: power megatheme. Power is power. Below, the negative revisions in Jobs released Friday that radically altered the “apparent” (I am in data mode …
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By Paul Sankey
Published on July 23, 2025 at 3:11 PM
What with busy results season in mid-summer, ie now, we are suspending Happy Hour for the next two weeks. It is just a little tough on the speaker to compete with results and summer, not fair to offer a graveyard slot. We also encourage you to get out and get tan once you get through results, not hunch over another Zoom call. So, summer recess on Happy Hour. For non-US readers, just to mention that …
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