By Paul Sankey
Published on April 18, 2024 at 8:48 AM
<Brooklyn rap radio/Jamaica DJ horn> BBBRRRRAAAAP!: Tonight on Happy Hour, Tommy Marchetti. 4PM ET open mike. Plenty of chat as energy earnings started last night with Kinder and continue tomorrow with Schlumberger. Fresh from his four years at Cornerstone Macro then Piper Sandler as Global Energy Strategist, oil on Wall Street legend Tom Marchetti will be giving his stream of consciousness tonight. Starting as an accountant with KPMG, Marchetti joined J Aron/Goldman Sachs in 1994, …
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By Paul Sankey
Published on March 31, 2024 at 3:39 PM
Greetings! Happy Easter. Spring is here, early spring, in Brooklyn Heights. I have begun to spend long moments staring at the garden. I shift to another spot and stare at the beds again. No meaningful gardening action as of yet. One asparagus tip has emerged from last year’s “growing asparagus” debacle. Things are going well for us; where do we stand at end-Q1 2024? As Q1 closes, the first slide is titled: “Energy dangerously close to …
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By Paul Sankey
Published on March 10, 2024 at 6:26 PM
Greetings from the beach, To avoid repetition, let’s not talk about market all-time highs, concentration, and the N-stock. Let’s talk about Mesoamerican history-based opportunities in Mexican real estate. Because I’m in Porto Escondido, State of Oaxaca, Mexico. Photo above. Oaxaca State, capital Oaxaca City, on the southwest Pacific coast, is known as a poor state, with the most indigenous (pre-Hispanic) population, with remarkable history and historic sites, and world famous gastronomy. In this note we …
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