By Paul Sankey
Published on September 15, 2024 at 3:10 PM
Just checking in, To see what condition my condition is in. Beautiful day again in Brooklyn Heights. Plenty of tourists. Dogs get walked. Kids get strolled. Above right in the photo, two super-yachts are parked in Brooklyn Bridge Park marina (left). This note starts with me chatting, and the second half is Greg’s latest view on natural gas, published in the light of our view that consensus is bullish US natgas. We are bearish. Reminder: …
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By Paul Sankey
Published on September 12, 2024 at 10:39 AM
Tonight Happy Hour/Strategy Session, two of the most tenured and highly regarded Long Only Natural Resource investors in the world. We are very grateful to these great guys for doing a call at a time when we are hardly “victory lapping”. Oils and Oils Alpha Performance Source: Bloomberg, Sankey Research Actually, we equity peeps are out-performing the oil (and gas) commodity. By some way. That frankly worries me, but I get it. Source: Bloomberg, Sankey …
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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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