Sunday Sankey 12/13/20

By Paul Sankey Published on December 13, 2020 at 12:18 PM

Last week we highlighted the difference between speculation and investment. We continue that theme with six Big Oil investment picks for 2021, and six speculative picks. We defer on refining until our January 4th refining conference. NOTE we have verbal confirmation from Greg Goff, that he will join the conference for a fireside chat. See inside for details, and register on the website www.sankeyresearch.com Greg and I have to discuss what we discuss, as there […]

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Morning Sankey 11/6/20

By Paul Sankey Published on November 6, 2020 at 8:56 AM

Reminder that we still do “Quote of the Day” as the header on Sankeyresearch.com where this note was just published. Today in history, 1860, Abraham Lincoln was elected President, with just 40% of the vote, to become the first Republican President. Noted that his second inaugural address (you can read his long-hand original, easy to find online) is one of the all-time great oratories and a masterpiece of unity in the face of division. Unfortunately, […]

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Friday Saturday Sankey

By Paul Sankey Published on October 31, 2020 at 2:51 PM

Yesterday was tricky to publish a worthy note, until conference calls were complete. So this is the Friday Sankey on a Saturday. Happy Halloween! If life gives you melons you may be dyslexic What’s Sherlock Holmes’ favourite tree? A lemon tree Daddy, do all fairy tales start with “Once upon a time”? “No kid, there’s a whole series of fairly tales that start with “If elected, I promise…”” There were two key takeaways from ExxonMobil’s […]

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