Titanic Deckchair Re-Arrangement Committee (OPEC) Meeting Concludes

By Paul Sankey Published on December 5, 2024 at 12:09 PM

This evening 4pm Happy Hour with Kathleen Kelley, special listener Ed Morse, and clients, to discuss OPEC. Register here for an OPEC chat, PREMIUM EVENT: https://sankeyresearch.com/conference/sankey-strategy-session-kathleen-kelley-interest-form-6/ Have to run after Happy Hour to the annual “Sellside Analyst Appreciation Dinner” with Chevron senior management this evening. They put us in stocks and throw mud pies at us. Only kidding, looking forward to it. ~ Man, normally oil pops on an OPEC extends cuts decision, and then …

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Sunday (Together) We Will Go Our Way

By Paul Sankey Published on November 24, 2024 at 3:24 PM

Woke up this morning feeling pretty chipper, perhaps encouraged by very positive feedback and some really constructive additional comment on yesterday’s big $GOLD (Barrick Gold) note. Took a look at the computer, and found myself three hours later, something of a jibbering wreck. Why the mental deterioration? I listened to four successive podcasts featuring Scott Bessant, the new Treasury Secretary nominee. He is known to have been canvassing in a competitive field to be Treasury …

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Sunday Veterans, Newbies, & Seagulls

By Paul Sankey Published on November 10, 2024 at 2:21 PM

Afternon, Back in London. Where was memorialized this Sunday morning the 11th minute, 11th hour of the 11th day of the 11th month that spelled the end of World War I. We were out this morning at the Horse Guards Parade (photo above) to watch the Remembrance Sunday parades, with a friend of mine solemnly marching as an officer in the front row of the Black Watch (Royal Highlanders) regimental group. It was moving to …

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