By Paul Sankey
Published on October 12, 2025 at 6:47 PM
Greetings from Brooklyn Heights, Well, the big story on Friday was the shocking arbitration decision against US start-up-to-giant US LNG exporter Venture Global, right? BP wins a major legal case! Wild. Well it was big news, until that is, we got a Truth Social post from Donald Trump that cratered the NASDAQ by eight handles and sent crypto-currencies to their largest one-day value loss in history of around -$19bn, sending social media into a frenzy. …
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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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By Paul Sankey
Published on September 22, 2024 at 3:07 PM
Good day! Today we go thematic, on the energy landscape in Washington DC, as the week ahead is relatively quiet for cyclical events. Bits and bobs on companies reporting, and economic news, but nothing big, in our view. Except watch out this week on Manhattan travel, for the annual end-September UN General Assembly and gridlock in Midtown. CNN: Slovenia’s UN envoy Samuel Žbogar, who is also the current president of the UN Security Council, described …
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