By Paul Sankey
Published on January 12, 2021 at 8:37 AM
Client feedback to Sunday Sankey: 1) Did you see exactly what the stratospheric warming event was? It’s a fast 100 degree warming…. All the way up there. 100 DEGREES… it’s bananas. Happens once every couple years. 2) Check out this chart…. Nothing to see here.. just super high intraday correlation of TSLA and Bitcoin! It’s insane. TSLA should be $780 based on this… and XBT… well… See below for the chart. Inflation? A current boiling […]
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By Paul Sankey
Published on December 20, 2020 at 11:09 AM
Special Sunday Sankey featuring the legendary oil’s share of the S&P500 vs oil’s share of the S&P500 earnings charts! Sadly, it was not worth running them all year, given the horrendous earnings of the sector in what will be the worst year in the history of oil relative to expectations. Now, as we look directly into 2021, the charts are beginning to make sense. More inside this note but a couple of starters for you, […]
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By Paul Sankey
Published on December 13, 2020 at 12:18 PM
Last week we highlighted the difference between speculation and investment. We continue that theme with six Big Oil investment picks for 2021, and six speculative picks. We defer on refining until our January 4th refining conference. NOTE we have verbal confirmation from Greg Goff, that he will join the conference for a fireside chat. See inside for details, and register on the website www.sankeyresearch.com Greg and I have to discuss what we discuss, as there […]
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