By Paul Sankey
Published on May 25, 2025 at 12:52 PM
Happy Memorial Day weekend, We’ve talked about the vicious thugs that came back to the neighborhood. Hanging around in a sinister mob, scowling at observers, never look them in the eye, they are genuinely violent and dangerous. They are, the Bond Vigilantes. Funny thing is, I’m terrified of them too, but I look at long term interest rates and think “Rates are not THAT high”. Maybe that is what terrifies me. Below, yields since 1970. …
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By Paul Sankey
Published on May 11, 2025 at 1:47 PM
Hello from Boston, “Hello”, he said, in a most British tone. The British are coming! Sure, the Tea Party, Independence Day. Don’t believe the hype, they are sequels. We need a Democrat Tea Party, in true Boston style, but the Democrats here are hopeless. My youngest son Harry’s full Boston graduation (Northeastern) is this evening, putting me free & clear from private education fees that are crippling. His college: $84k per year. We are leaving. …
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By Paul Sankey
Published on January 23, 2025 at 8:46 AM
Happy Hour tonight 4pm Open Mike Open Minded Open Ended Today, Happy Hour 4pm ET by Zoom Jeff Stevens, President Franklin Mountain Energy. Think of Jeff as a David Lamp-style open communicator. I wouldn’t say they are past caring, I would say they have earned the right not to care. Looking forward to it, Jeff has good refining, Permian E&P, and private equity chat. Former CEO Western Refining, President of Permian E&P Franklin Mountain Premium …
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