By Paul Sankey
Published on October 27, 2022 at 9:04 AM
Happy Hour Long BP Short Meta on ESG – BP’s is better, we explain why Propane problems, Long ET Short EQT We could not have a better-timed, more informed guest on Happy Hour tonight than Robert Raymond, a major player in private equity oil & gas investment, and our axe (US translation: ax) on Antero, which reported last night. Strong views on EQT, which reported last night. Hey, strong views on everything that we follow. […]
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By Paul Sankey
Published on September 18, 2022 at 6:19 PM
Fed decision this week. TINA is dead. Nothing big in earnings this week, Fedex reporting Friday has warned, in case you totally missed last week; if you did, you missed the largest stock market move on an economic data point, in history Rules of Wall St series: Always short the new CEO of a highly rated stock. Not in the news: Iran’s Supreme Leader said to be gravely ill – watch for upheaval ~ Fed […]
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By Paul Sankey
Published on September 13, 2022 at 8:15 AM
Dollar vs oil correlation has moved back to inverted very recently. Right now, the oil price is winning, US$ weakening. For the first time in well over a year, media is stating the oil price is rising on a weakening US$. That’s a bit like saying the NY Giants are dominating the NFL – after winning their first game of the season. WITH THAT SAID Luke Gromen, high profile strategist, is on Happy Hour this […]
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