By Paul Sankey
Published on May 9, 2024 at 9:51 AM
A couple of weeks ago I made a noise complaint – just so much headline news that has a marginal impact on anyone’s reality. How do we see the forest for the trees? Protestors chant: Q: “What do we want?” A: “Media attention now!” Tonight on Happy Hour 4pm ET – Luke Gromen, Macro superstar. It’s not just what he knows, it’s who he knows. Luke clearly inhabits the virtuous circle of top clients = …
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By Paul Sankey
Published on April 28, 2024 at 6:23 PM
Hello, Distracted by the Knicks WIN, this afternoon. Hard fought to 3-1 in the series vs Philadelphia. A quick run around on distillate today, we skip over a rabbit hole with luxury goods stocks, and brace you for a massive week of earnings for E&P, unless like the average investor, you own “XOM, or CVX, or COP, Valero, a midstream, and one other, let’s do FANG”. “Pitching OVV to portfolio managers is hard, however rational …
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By Paul Sankey
Published on March 3, 2024 at 5:58 PM
Source: ChatGPT Well, I thought I was bullish oil here, but thanks ChatGPT. The above summary is unadjusted direct output, and further to client and sales requests/suggestion. It will be a weekly feature from here. ~ After we got so much in interest in our Sunday Virginia Power note, (Loudon County, Data Center Capital of the World, richest county in the world’s richest country, USA), your analyst moved on to look at New York power, …
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