By Paul Sankey
Published on March 17, 2024 at 4:32 PM
Greetings, Happy St Patrick’s Day to all, not least my wife Patricia and her mom, Patricia, both “Paty”. A thought today for my Irish grandmother, Ivy. From Cork. This past week: ExxonMobil slipped out the old Friday-night-after-the-close press release on yet more Guyana exploration success Profrac announced a market share war in US pressure pumping that we thought so significant, we started a major oil price & market thematic. Stay tuned on ACDC (the ticker …
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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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By Paul Sankey
Published on January 28, 2024 at 4:54 PM
Good day to you, We have a brief outlook for the week ahead, which is massive for earnings. Big Oils, and companies like Amazon and Apple. Speaking of Amazon and Apple, these past couple of days I got completely side-tracked by the Virginia power market. Why? Because that market arguably represents the cutting edge of global economic development, being by far the biggest data center market in the world, and one that will be an …
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