Give them an inch

By Paul Sankey Published on April 12, 2022 at 12:30 PM

Thanks to those of you – Chuck Yates; and the classiest guy on Wall St, Mr Sully at Goldman – who called me regarding the Brooklyn subway incident/terrorism/whatever this morning; Patricia takes the subway all the time. She’s flying back from London right now, so totally safe. Very classy to call, thanks. Hope you too are all safe. Of course needless to say, my breezy offer to run any stock in the S&P500 earnings share […]

Oil’s share of the SPX

By Paul Sankey Published on April 11, 2022 at 5:05 PM

Ripper chart, most bullish I have seen in 30 years following US E&P – quant analysis. Any chart available on request, any stock in the market… Share of S&P500 market cap vs share of S&P500 earnings. Black line is sellside. Blue line is buyside (share of market cap). Buyside is smarter than sellside, read the charts. Mi amigo US E&P, chart most bullish in history; Oxy, PXD, COP, FANG, APA, Hes.. Unprecedented bullish chart, buy […]

Morning Call

By Paul Sankey Published on April 11, 2022 at 9:48 AM