Morning Frank Kelly, BP and Reserves Lives

By Paul Sankey Published on March 12, 2026 at 9:21 AM

Today a short 30 min Happy Hour with Frank Kelly, our Washington DC guru. He will give us the DC gossip, which I am desperate to hear. Man, they got some stuff going on up there right now. *** NOTE LATER TIME TO ACCOMMODATE FRANK *** 4:30PM ET ZOOM. Guest – Frank Kelly – Founder & Managing Partner, Fulcrum Macro Date/Time – Thursday, March 12th at 4:30pm ET Registration- Click Here Frank was head of government affairs …

Holly Go Heavy: DINO CEO Go Mystery

By Paul Sankey Published on February 19, 2026 at 9:21 AM

DINO: well, I have seen some bizarre quarterly earnings beats, some bizarre management changes, but HF Sinclair DINO’s results yesterday were extraordinary. With the Street estimating 45c of Q4 earnings, the company reported a huge beat, underlying $1.20 of EPS, the abrupt exit of the CEO, an audit review whereby the results were un-auditable as of now, and then the Chairman came on the call, and said “I’m the CEO now, we can’t audit our …