By Paul Sankey
Published on September 11, 2024 at 6:11 PM
In remembrance of times past, the twine that makes the rope of our collective existence: 8:46am – flight AA11 struck the North Tower 9:03am – flight UA175 struck the South Tower 9:37am – flight AA77 struck the Pentagon 9:59am – the South Tower collapsed 10:03am – flight UA93 crashed in Pennsylvania 10:28am – the North Tower collapsed As a self-described Wall Street analyst, that day and now: Source: Brooklyn Eagle (formerly edited by Walt Whitman) …
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By Paul Sankey
Published on August 20, 2024 at 11:49 AM
With the Democratic National Committee in full swing, CNBC today highlights a study by The Rhodium Group/MIT on the impact of the irritatingly-named Inflation Reduction Act (IRA). It deserves a way more accurate name, but IRA it is. This is the Clean Energy Subsidy Act, inflation reduction it surely is not. However, it is having a massive impact. All quotes are directly from Clean Investment Monitor: Tallying the Two-Year Impact of the Inflation Reduction Act …
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By Paul Sankey
Published on August 11, 2024 at 2:29 PM
Congratulations, you made it to vacation time. The Olympics has added to the media lunacy, and that is over. There is no August interruption in service for Sankey Research, but for clients, hopefully you are taking vacation time. In this note we show the cheapest places to get a Big Mac and a beer, globally. See you at Barcap first week of September: Barclays 38th Annual CEO Energy-Power Conference September 4th to September 5th, 2024. …
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