By Paul Sankey
Published on July 7, 2024 at 1:28 PM
Greetings! I tell you what, with me working from home, most Saturdays and every Sunday… my grip on what day of the working week it is can be confused, but this past week really snuck up on me – who knew the US was calling a week long holiday to celebrate the 4th July 2024? Very French, this just-past Thursday holiday. And during simultaneous Euro 2024 and Copa America soccer-max? I have been like a …
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By Paul Sankey
Published on July 3, 2024 at 10:00 AM
Today graveyard slot, market shuts at 1pm, Greg Bordelon and I will do an “open mike” Happy Hour session today at 12pm into the close. Join us for a final act before July 4th. And remember that as an American you have a constitutional right to take the 5th . Next week Happy Hour we have Rob West, of Thunder Said Energy. Rob is clearly one of the best analysts, doing physics-based analysis, on Wall …
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By Paul Sankey
Published on June 6, 2024 at 9:23 AM
Tonight on Happy Hour – 4pm ET – Johannes (Jan) Stuart serves as global energy strategist at Piper Sandler. A self-described oil-geek, Stuart and his team take a micro-fundamentals approach to energy analysis and forecasting – which frequently lands them away from consensus. Previously, Stuart spent 11 years in sell-side research, building leading energy-macro franchises at Credit Suisse, Macquarie and UBS. He was a journalist for much of the nineties and started his career at …
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