By Paul Sankey
Published on October 12, 2021 at 10:02 AM
Good Morning, Finally back in Brooklyn after some 6 weeks getting my mother set up with full-time 24/7 care. Quite how we managed it, is a complex question, but essentially for free, the UK National Health Service now provides round-the-clock in-home care. Finally achieving that, freed me up to get back to my real desk in Brooklyn, here I am. Main point today is to note Happy Hour this week at 5pm Thursday has Gordon […]
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By Paul Sankey
Published on October 8, 2021 at 9:08 AM
The class system in the USA is: never been to Disney; been to Disney once; goes to Disney annually. Why did Chewbacca crash the Millennium Falcon when he first piloted it? He made a Wookiee mistake. Besides watermelon, there should be windmelon, firemelon, and earthmelon: the four elemelons We had Kathleen Kelley on Happy Hour last night; formerly senior oil market advisor to Saudi Oil Minister Khalid Al-Falih. He is now Minister for Investment of […]
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By Paul Sankey
Published on September 28, 2021 at 7:19 AM
Key points today: Virtual roadshow with Embark Autonomous Trucks this week Thursday. China has run out of coal. Can’t say I had that on my 2021 bingo card. Opening question for Sankey quick hit on CNBC Fast Money: China running out of coal (stock mentioned: Peabody Coal $BTU see below). It became a cyclical vs secular quick debate; further to a client comment “if it doesn’t get cold in December this unravels”, we think it […]
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