OPEC Special

By Paul Sankey Published on November 29, 2020 at 10:43 AM

Please find attached our OPEC Thanksgiving 2020 note. Have a great Sunday. Best regards, Paul

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Morning X-Ys Club

By Paul Sankey Published on November 25, 2020 at 8:47 AM

Last week we published a chart showing the x-y plot of trailing year-to-date free cashflow vs volume growth for the big oil group. This if you remember, prompted Silvio’s legendary joke when I called him to tell him I was having a nightmare with x-y charts, which he misheard to be “having a nightmare with ex-wife chat”. Anyway, a major Long Only investor replied immediately to the note last week pointing out that the chart […]

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Sunday Sankey 11/15/20

By Paul Sankey Published on November 15, 2020 at 2:46 PM

I’ve been at the computer working like a chickenhawk on Adderall this morning and it still got late in the Sunday. Patricia is having a lovely time in beautiful weather in Mexico at San Miguel de Allende – an absolutely fantastic place with my globally top five favourite hotel – the Rosewood – right there. It might be my favorite, that is how wonderful that place is. Another top five is the Imperial Palace Hotel […]

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