Morning Sankey 8/12/20

By Paul Sankey Published on August 12, 2020 at 8:40 AM

We can’t see a silver bullet to solve Oxy’s problems, and our analysis of the Chevron-Noble deal background underlines that. Continue reading

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Sunday Sankey 8/2/20

By Paul Sankey Published on August 2, 2020 at 10:21 AM

Our usual round up of the continuing power of growth stocks over value stocks, concerns about the US$, the fact that the oil market is weakening again, watching hurricane season into seasonal slowdown. We cover XOM, CVX, refining, markets, “The New 1950s” and much more besides within! Continue reading

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Sunday Sankey 7/26/20

By Paul Sankey Published on July 26, 2020 at 8:52 AM

As you float behind your wraparound shades, tan-topping on your infinity pool with the Bose underwater speakers cramming Dr Dre’s The Chronic, Kamikaze in hand, I will hunched pale white indoors in Brooklyn watching the final day of the UK Premiership. See slide within. New season starts Sept 12th, what a mess this year has been. There is the resolution of the European Champion’s League to fit in, and we have postponed the Euro 2020 […]

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