Morning Golds, DOEs, LNG & The Peter Principle

By Paul Sankey Published on August 8, 2024 at 9:27 AM

Looking forward to today Happy Hour 4pm Eastern Time (ET) today talking to former XOM engineer and Citadel Portfolio manager, partner Greg Bordelon on open mic – join and we can get some views – group therapy – from major investors. Register here: https://sankeyresearch.com/conference/sankey-strategy-session-paul-sankey-greg-bordelon-interest-form-5/ By Zoom, after the last major event in track & field today . Track and Field Gold Medals today ET: Source: Google ~ Bloomberg 8/8/24 JPMorgan Says Three Quarters of Global …

Sunday Flares, Flares and No Flares

By Paul Sankey Published on March 31, 2024 at 3:39 PM

Greetings! Happy Easter. Spring is here, early spring, in Brooklyn Heights. I have begun to spend long moments staring at the garden. I shift to another spot and stare at the beds again. No meaningful gardening action as of yet. One asparagus tip has emerged from last year’s “growing asparagus” debacle. Things are going well for us; where do we stand at end-Q1 2024? As Q1 closes, the first slide is titled: “Energy dangerously close to …