By Paul Sankey
Published on August 21, 2022 at 4:02 PM
So I am back in Brooklyn after vacation (Nizuc Resort, Cancun), needless to say muttering and grumbling to myself. We left some calls hanging before the week away, updated in this note. It was a week this past week where performance reverted to year-to-date performance (see first chart); we are still bullish US natgas, led by AR, bullish Oxy led by Warren Buffett, bullish the US oil sector on the structural improvement in the companies […]
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By Paul Sankey
Published on August 11, 2022 at 10:09 AM
Delighted to say that Dr James Henderson is on Happy Hour Strategy Session tonight, A PREMIUM EVENT. Jim is currently Senior Research Fellow at the Oxford Institute for Energy Studies, alongside his consultancy work and professorships. When: this evening, Aug 11, 2022 05:00 PM ET, Zoom, Register in advance: https://us02web.zoom.us/meeting/register/tZ0sd-CtpjsrGdVM0p-MsG1P4WU0dr3hBWq3 ~ One of my favourite concepts on Wall St (or should I say hated?), is the “pain trade.” I first heard of it 20 years ago and […]
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By Paul Sankey
Published on August 4, 2022 at 8:30 AM
Tonight Happy Hour: Kathleen Kelley on OPEC. Frank Kelly (invited) on Washington DC – lots of action there. View share on results on what happens next. Today Thursday 4th August 5pm Eastern. Register for this meeting: https://us02web.zoom.us/meeting/register/tZUkc-qvqjgrH9NWL5mVuMMR2AyR3q1cZrtm I was on Bloomberg TV bright and early this morning and… I used the “B” word. Just to note, we are long natgas over oil into the coming economic slowdown, and playing for winter. The announcement that Freeport […]
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