Sunday Sankey 2/21/21

By Paul Sankey Published on February 21, 2021 at 10:39 AM

Enjoyed making the slides today, take a look. Slide 1: John Hopkins Professor expects US herd immunity by April. Remember how quickly SARS disappeared? Fingers crossed. This past week we have highlighted QuantumScape $QS the solid state battery play, and did so again Thursday, and we “found the short” as they say. The heated email from a client arrived in response with 10 minutes. “It’s a joke.” He was referring to valuation. But in this […]

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Morning Sankey 2/17/21

By Paul Sankey Published on February 17, 2021 at 8:37 AM

The current energy crisis is much bigger than most people realize. This is a global crisis. The largest energy outage in US history. In the middle of a brutal winter, globally. Stay tuned, this crisis is just starting. An outage of this scale in Texas is world scale. The entire US and Atlantic Basin energy market is based on a core of Texas/US Gulf Coast. A lot of the debate currently is, as so often […]

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Morning Generac 2/16/21

By Paul Sankey Published on February 16, 2021 at 8:15 AM

Big growing move in Treasuries. Supports long oil and growth to value rotation. We always said that the Fed will not get inflation without oil inflation. The continuation of the theory was that the Fed/Treasury can control dollar printing, and buying US$. But what is the major factor over which they have zero control? Oil. And now natural gas. The point is that treasury rates are moving, quite aggressively by the standards. Charts at end […]

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