Sunday Sankey 9/6/20

By Paul Sankey Published on September 6, 2020 at 9:50 AM

G’day and happy holiday weekend, Middle son Max is studying at Atlanta’s famous college Emory from home, which is deeply unfortunate. I am hoping to have him intern at Sankey Research once I get more organized about office space. Youngest son Harry headed to college at Northeastern in Boston for the first time yesterday, naturally excited, with NY news reporting that 11 Northeastern students had been sent home for having a party in a local […]

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India vs China; Silk, Opium, and Internet Access

By Paul Sankey Published on September 3, 2020 at 7:32 PM

This note started in an effort for the Morning Sankey to explain the current military skirmishes between India and China in the Himalayas. I went down a rabbit hole. It took me on a journey back some 8,000 years, across Empires, continents, religious histories, syncretic philosophies, and to my personal favourite, Bangladesh’s submarine base. Why did it take so long and get to 30 pages? There is a mega-theme behind the confusion of headlines pertaining […]

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Sunday Sankey 7/19/20

By Paul Sankey Published on July 19, 2020 at 10:36 AM

This week we have our usual sparkling mix of charts and graphs, with some bullish elements, namely China crude imports hitting record highs, and some major issues, such as rising oil product prices in India and the perfect W of US recovery. We have a book recommendation for you, and the weather looks HOT.

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