By Paul Sankey
Published on October 27, 2024 at 11:33 AM
Good day from Malaga, Huge rainstorms were welcomed by locals last night here in Southern Spain. We return to London tomorrow. Later today, in his weekly model portfolio update, Greg will review what happened in oil earnings and our model portfolio last week, and the huge week ahead for oil and wider market earnings reports. His book continues to perform very well, and even if his investing process may not match yours, it is highly …
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By Paul Sankey
Published on October 16, 2024 at 10:10 AM
Mayfair, London, meeting an oil analyst at a major macro fund this morning, we had a most enjoyable meeting – for me at least – as I pitched the lateral nature of Sankey Research, vs the vertical silo nature of Wall St research. Basically he had worked at refiners, E&Ps, banks, and now commodity traders/macro, and I was arguing that barrel counters in global oil analysis are good at oil markets, but horrible at oil …
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By Paul Sankey
Published on October 13, 2024 at 1:53 PM
Greetings, Columbus Day tomorrow, market holiday in USA – boooo from London. But in the personal section of this note I wonder if it is time for my US citizenship. It will be too late for me to vote in November, but what a thriller this US election is proving to be. “Joe Biden deliberately sabotaging Kamala’s campaign” is one headline here in London – what does that mean for Israel going after Iran energy …
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