By Paul Sankey
Published on October 29, 2021 at 9:45 AM
Last night on Happy Hour I was complaining that my calls are stone-cold right now, and sure enough, the theory that Chevron would have a messy quarter just got blown out of the water. Actually, I will take it, because my thesis all year has been long oils / short Big Tech, and these past two weeks, with feeble earnings from Oil Service, Kinder, Range Resources, EQT, badly received results from Hess (raising capex for […]
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By Paul Sankey
Published on October 15, 2021 at 9:37 AM
Mega-theme: the backlash against the nonsense elements of ESG Mega-theme: LNG Friday, so here’s a longer joke (?): Conspiracy theory: The UK climate protest group Insulate Britain are so completely bone-headed and infuriatingly disruptive (blocking the key London ring road, M25), that I can only assume they are a British Government/MI6 counter-environment group that is working to increase public opposition to the environmental movement in the sensitive run up to COP26 on 1st November in […]
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By Paul Sankey
Published on June 4, 2021 at 8:57 AM
I’ve just had my vaccine, but they administered it in my leg. My Pfizer hurting. I got my first shot. I’ll get my second one as soon as I get the bartender’s attention. Why do gay people have parades in June? Because Pride comes before the Fall. What do you call an Englishman at the Euro 2021 soccer final? Referee. Surgeon: “Don’t be nervous Jeff, you should be able to handle this operation easily.” Patient: […]
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