Morning Chefchaouen

By Paul Sankey Published on June 22, 2022 at 6:52 AM

Action items: Every house in Morocco has a flat roof – but there all-but no visible solar. The projects here are mega; centralised. In Mexico you see a lot of panels. Our overall thought/dream has been that almost everything that uses energy should have a booster solar panel on it, attached to a battery. A “US Solar Buyer Consortium” is open-bidding $6bn for 7GW of US-built panels. Stalking horse to justify solar panel imports? Sure, […]

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TINA Turner

By Paul Sankey Published on March 13, 2022 at 4:17 PM

“Only the dead have seen the end of war” – Plato (Attributed). The Quote is writ large at the entrance of the Imperial War Museum in London, one of London’s great museums, if lesser known. Recommended. Thoughts & prayers with the suffering in Ukraine. Peace in Brooklyn, the weather our worst direct concern. The hard yards, I always say from my First World Wall St perch, are January 1st through to March Madness. And today, […]

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The most bullish I have seen this chart

By Paul Sankey Published on January 26, 2022 at 8:52 AM

Super bullish charts today, see below, especially with Hess beating. Are returns up in oils? Well, Hess just reported 85c for the quarter compared to -32c a year ago. They should put it in the growth index <wink>. But first, as the market melted down this week, somebody responded as to why, that the Fed was raising rates and World War 3 was about to start. But I just can’t get past my gut feeling […]

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