By Paul Sankey
Published on October 30, 2022 at 6:27 PM
Week ahead: Fed decision and plenty of earnings. Last week was a big one for markets, to say the least. Mega-cap tech bombing the tape. Worked out great for the oils and energy. A client said my chart of oils’ share of market earnings are too low: I have the group at 5% of the S&P500, but 10% of the earnings of the market, he is getting energy earnings at 15% of the market, which […]
Read More
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. […]
Read More
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 […]
Read More
