Quote of the day: Pelé: “Success is no accident. It is hard work, perseverance, learning, studying, sacrifice, and most of all, love of what you are doing or learning to do.”

Energy Transition
Paul Sankey

Sunday Rogers… Have a Dip at it Son

Pinky promise. When England are done in this World Cup, I will not write of soccer for a good while — like when I did the thematic on Bitcoin and closed the book. Didn’t mention it for three years. Uninvestable. Sell. After my World Cup thematic one client asked me to look at Rugby, but that is truly off our “energy and energy-adjacent” pitch; for me the game is not succeeding. Cricket would interest me

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Energy Transition
Paul Sankey

Thematic: World Cup Management vs Assets

We can safely say that while taking a look at the World Cup, and management, and assets (players), based on an original argument I made that “the best player wins the World Cup”, my side project got out of control and ended up in a full analysis of the history of soccer, the great players, the great managers, and everything in between. One player is faster than Mbappe this tournament. Do you know how much

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Happy Hour tomorrow ** 12pm Noon ** Morgan Downey

We have changed the time to our reserve slot tomorrow to accomodate the World Cup quarter 4 p.m. kickoff of Morocco vs. France, rather than compete for attention with Mr. Mbappé (7 goals, 1.40 per game) and Morocco’s star scorer Mr. Saibari (3 goals, 0.75 per game), who remains an injury doubt with hamstring strain. So: *** Tomorrow Happy Hour/Strategy Session call is now 12pm Noon, Morgan Downey, 7/9/26. **** Great guest. PREMIUM CLIENT ONLY,

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