By Paul Sankey
Published on August 16, 2020 at 9:57 AM
With several “suburban stocks” reporting next week, Home Depot, Walmart, Lowes, Target, this week our “New 1950s” theme gets a run, with additional slides on derivatives such as lumber and copper. Notably lumber prices are skyrocketing, and we once again highlight that wood produces more electricity than wind in the US, and that wood with biomass is the largest part of of US “renewable” electricty generation (see slides within). Continue reading
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By Paul Sankey
Published on August 14, 2020 at 8:15 AM
I asked my Doctor when we could anticipate an end to the COVID epidemic. He said “I don’t know, I’m not really into politics.” A man has been charged with over-using commas. The judge told him to expect a really long sentence. Everyone says hippos are very dangerous, but in reality humans kill far more people every year. They are just being hippocritical. The Kamala Chameleon note got good response yesterday. I started writing the […]
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By Paul Sankey
Published on July 19, 2020 at 10:36 AM
This week we have our usual sparkling mix of charts and graphs, with some bullish elements, namely China crude imports hitting record highs, and some major issues, such as rising oil product prices in India and the perfect W of US recovery. We have a book recommendation for you, and the weather looks HOT.
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