By Paul Sankey
Published on March 2, 2025 at 3:27 PM
Greetings, Beautiful day here in London, darkening now at 5pm, although temperatures are still wintry-chill, the sun was blazing, and in London, the daffodils are out, following the snowdrops that emerge as early as late January. From here in London, we have another six months of spring, and then go into Autumn. The questionable London summer is a brief transition. By contrast in New York we go from Arctic weather to summer heat with nary …
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By Paul Sankey
Published on February 12, 2025 at 8:56 PM
You can bet tomorrow during our 10:30am call with Valero management, that the whole call will explode with laughter, because Valero is a tremendous group of people. Remember, nice guys ‘n’ gals can finish first. Look forward to it, please join. Note the offbeat time. Tomorrow Thursday 13th February 10:30am ET: Valero CEO Lane Riggs, CFO Jason Fraser, COO Gary Simmons, IR Homer Bhullar Registration Link – https://sankeyresearch.com/conference/sankey-refining-conference-valero-interest-form/ ~ Questions for management? With Valero operationally …
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By Paul Sankey
Published on February 9, 2025 at 6:06 PM
With so much macro noise, veritable banging and crashing, headlines emanating from The White House, it is also notable how much micro, company-specific news, we are getting. Stock price divergence has been high to start the year, for example among the Monopoly 7 (Amazon, Apple, Alphabet, Microsoft, Meta, Tesla, Nvidia). In my memory of the “Monopoly 7”, we have never seen one each of the Mag 7 in each performance quadrant on the x-plot below. …
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