Happy Hour, C’est Moi: Open mike today, next Thursday Valero Head of Trading

By Paul Sankey Published on July 30, 2026 at 12:54 PM

Today, if anyone wants to join, I will do an open mike session as our Happy Hour this week. 4pm ET by Zoom. It might be just you and me if you dial in. Which is good by me. I made a presentation to 100 insurance executives yesterday and I have been on both Bloomberg TV and Radio this morning, so I am rapping. Open Mike Discussion July 30th 2026: https://sankeyresearch.com/conference/sankey-strategy-session-open-mic-interest-form/ Things to chat about: …

Morning Trump II Men & a Princess

By Paul Sankey Published on January 21, 2025 at 10:03 AM

Bullish oil! Bullish ConocoPhillips! With increasingly hysterical preview stories of Trump’s Day 1 Executive Orders-to-be-signed reaching an over/under of 200, the line that came to me this morning was from a local Long Island music group, formed in 1985 at Adelphi University Long Island, by Carlton Ridenhour and William Drayton (aka Chuck D & Flavor Flav), called Public Enemy: “Don’t believe the hype, it’s a sequel” Which is to say, that with major expectations that …