By Paul Sankey
Published on August 7, 2024 at 9:37 AM
Tomorrow Thursday, August 8th 4PM ET Greg Bordelon vs Paul Sankey Happy Hour open mic session for Happy Hour. Sorry we had originally said 1pm but that clashes with the Oxy earnings call, so if we want a shot of Warren Buffett joining, better we will go right after the market at 4pm. Looking forward to catching up on a LOT of stuff. Sankey Strategy Session | Paul Sankey & Greg Bordelon – Interest Form …
Read More
By Paul Sankey
Published on August 4, 2024 at 2:11 PM
We attended a big high-end Italian wedding in New Jersey yesterday, which was a great privilege. If a wedding church service is in Hoboken, and the father of the bride is an “old school bond trader” lavishly hosting 350 people at a top New Jersey wedding venue, how great do you think the crooner strolling through the crowd in black tie doing the Sinatra covers, sings? “Old school bond trader?” I asked the father of …
Read More
By Paul Sankey
Published on August 1, 2024 at 7:41 AM
Comstock (Natgas) Resource: They Don’t Get It, but first, the truly shocker news overnight. Chevron-XOM-Hess arbitration delayed to May 2025. We do NOT subscribe to the market chatter that the third arbitrator in the CVX-Hess-XOM dispute over Guyana is Lee Raymond in a fake moustache. Also we believe that reports that the independent arbitrator is Tony the Exxon Tiger, are false. But this ExxonMobil spoiling tactic is working a charm, from their standpoint of holding …
Read More
