By Paul Sankey
Published on October 22, 2021 at 9:28 AM
In Iran, everyone is terrified of spiders, but apparently in Iraq no phobia. The bible says “he who lies with a man as with a woman must be stoned” (Leviticus 20:13). Fortunately, both are legal in Canada. I once met an Olympic athlete. I asked him – Are you a pole vaulter? He replied – No, I’m German, but how did you know my name is Walter? We met former Federal Energy Regulatory Commission head […]
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By Paul Sankey
Published on July 25, 2021 at 12:39 PM
Greetings, It is all about the presentation this week; please click on the attached file for a look at what is in store for the week ahead – earnings; OPEC chat; what to buy when US natgas prices hit $4/mmbtu, which they did this past week; factor performance disconnection; and our only solution since we wrote The Renaissance Thesis of US E&P in 2017, namely hard cash return to shareholders. These oils have to bribe […]
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By Paul Sankey
Published on July 23, 2021 at 9:12 AM
The “Why we prefer buybacks” note yesterday got a lot of feedback. There was some comment that it had no conclusion, to which my response was 1) it should have been titled Part 1 because this will be a continued theme for us through earnings and beyond because 2) my old line “you don’t buy cheap stocks and sell expensive ones, you buy good management” is the key. The chart on Sankey Stars would indicate […]
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