Morning Strudel

By Paul Sankey Published on October 6, 2022 at 7:47 AM

Russia Deputy Prime Minister OPEC exit interview – not exuding joy Oil market chat Vienna ~ If you want to know where you are in the mega-theme of “The End of the Oil Age”, well, years ago I postulated that, at the end of the oil age, OPEC will get into a market share war, a desperate bid to produce oil as fast as possible, as the world shifts to alternate fuels, and oil in […]

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Morning between a Hard Rock and a palace

By Paul Sankey Published on September 9, 2022 at 8:12 AM

Rest in Peace, Queen Elizabeth II. Long live the King! The rainbows were just amazing. One US media outlet described the Queen as the last human link to Great Britain, the Britain of Empire, such as it was when she became Queen in the 1950s. This resonated with me, the Queen with Churchill in photos, for example. Her passing bought back memories of my father, another link to Empire, who left this mortal coil last […]

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Morning IRA… the IRS Inflation Act

By Paul Sankey Published on September 2, 2022 at 8:36 AM

Observations on the “Inflation Reduction Act”: We read all 730 pages, with 198 being on healthcare, and conclude that, rather than calculate an “Excel told me” analysis, but rather, because of the surprise announcement of the Bill, the stock market provides an early indicator of the Bill’s likely impact: we show you key stock price performance since the Bill was shock-announced by Senators Manchin & Schumer on June 27th: We temper this market reaction. We […]

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