Swimming Pool Shorts ($POOL) with an Uzi

By Paul Sankey Published on June 25, 2024 at 8:31 AM

Subject to confirmation, this week Happy Hour we have Uzi Yemin, Chairman of Delek USA refining, from Tel Aviv with an update on all things Middle East and refining. With Frank Kelly last week we are on a geopolitical run. Presidential “debate” incoming (June 27th after Uzi). I am valiantly trying to move summer Happy Hour to around 1pm, to allow people their Thursday evening activities. We will confirm Uzi shortly. ~ Weekly video from …

Read More

Sunday Code Ed

By Paul Sankey Published on May 19, 2024 at 4:33 PM

Congratulations, All but made it! You are in striking distance – a week – of Memorial Day; the hard yards for 2024 are behind us, the brutal January-to-Memorial Day run. Summer is upon us, dust down the seersucker jacket, linen white pants, fabric shoes, break out the Sunday Sankey recipe for Pimms, the great British summer drink, Wimbledon, Henley, Ascot beckon. Or a hot dog at the .444 Mets – the stadium is great! Why …

Read More

Morning Career Moments

By Paul Sankey Published on April 25, 2024 at 10:14 AM

Today – yesterday’s DOE data. Hess earnings commentary: “Good morning.  HES 1Q results are out … and are not bad if I do say so!” Valero out: slight beat. NESTE terrible, stock getting crushed. FTI really good results supporting our long offshore short onshore thesis. Antero OK ~ THIS AFTERNOON 4PM ET Mark Rossano and Fernando Valle of G6 private equity are on Happy Hour. Both are outstanding on the entire energy complex from rig …

Read More