By Paul Sankey
Published on March 12, 2021 at 8:49 AM
Not sure about the Dad jokes this morning. But I will try a couple for sighs. I accidentally sprayed deodorant in my mouth this morning. Now I talk with this weird Axe scent. I got my friend a fridge for his birthday. I can’t wait to see his face light up when he opens it. How do you walk a dog with no legs? Hit him with the first pitch. We had our uber bull […]
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By Paul Sankey
Published on February 17, 2021 at 8:37 AM
The current energy crisis is much bigger than most people realize. This is a global crisis. The largest energy outage in US history. In the middle of a brutal winter, globally. Stay tuned, this crisis is just starting. An outage of this scale in Texas is world scale. The entire US and Atlantic Basin energy market is based on a core of Texas/US Gulf Coast. A lot of the debate currently is, as so often […]
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By Paul Sankey
Published on February 16, 2021 at 8:15 AM
Big growing move in Treasuries. Supports long oil and growth to value rotation. We always said that the Fed will not get inflation without oil inflation. The continuation of the theory was that the Fed/Treasury can control dollar printing, and buying US$. But what is the major factor over which they have zero control? Oil. And now natural gas. The point is that treasury rates are moving, quite aggressively by the standards. Charts at end […]
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