Thanks for the great content! Short, factual and often right. Question: If EV's and the European 'energy transition' to wind and solar are secular trends, aren't oil refiners like Shell and Total melting ice cubes in the long term? Thank you.
Mr Sankey, when you say secular what exactly does that mean? Trying to grow my lexicon to understand your posts better. Love your content and thanks for your insight!
We consider secular to be a structural change to the market; whereas cyclical is just the same old cycle. So EVs are secular trend. GDP is cyclical. Driving season is seasonal.
Oil stocks are alright, but Tech companies will still be a key market driver. I own a handful of them worth $200,000. But my trust level in Trump is so low that I would not commit for too long. I'm at crossroad if I should sell now or not, my goal is at least $1m before retirement. I need advice on this.
Money advice is subjective. What works for you may not work for me. I would suggest getting rid of any unnecessary purchases, especially things that cost you monthly, or better still, consider advisory services for better planning
Agreed. I'm quite lucky to have been exposed to finance at an early age. I started a full-time job at 19, purchased my first home at 28. Moving forward, I got laid off at 55 amid the COVID-outbreak and immediately consulted an advisor. As of today, I'm just about 10% shy of $1m after significant investments.
I've shuffled through a few advisors in the past but settled with Katherine Nance Dietz. She has a great deal of expertise and her qualifications speak for themselves. You'd most likely find her basic info on the internet. She's well established.
glad to have stumbled upon this, curiously inputted Katherine Nance Dietz on the web, easily spotted her consulting page and was able to book an appointment. Ive seen commentary about advisors but not one looks this phenomenal
The emphasis on having a clear exit strategy is crucial, especially after experiencing the volatility of previous bull and bear markets. It’s refreshing to see the focus on setting realistic goals and understanding the why behind profit-taking. This approach not only prepares you for unexpected market shifts but also keeps you grounded during the emotional rollercoaster of trading. It’s a valuable reminder that crypto investing should ultimately serve our personal aspirations, rather than just becoming a game of chasing numbers. I have managed to grow a nest egg of around $200k to a decent 7 figures in the space of a few months...Thanks to Seren Wintersun insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings. Kudos to the journey ahead!
The pump and dump has been a perfect eyeopener for us all to really see how unpredictable the market can be and the need for us to be trading not just seat and hodl.
Investing has proven to be an incredibly beneficial decision. My cryptocurrency profits continue to play a substantial role in growing my overall wealth, reducing my reliance on my salary.
That jacket doesn’t look cheap! Love the insights - largely agree with what’s being said. Let’s see if OPEC holds the line through May. BP’s my pick this year, let’s see how their strategy day goes in Feb - been building a position since early October
I don’t know. Markets can be irrational. BCA research saying you can’t take signals from commodity markets as it’s lagging. Even if we’re entering slowdown oil might go irrationally higher. That’s also what technical analysis points at. I don’t know we will see. I closed my short trade today and waiting for confirmation.
But whats the best way to profit long term from the rise in electricity usage? Ive just discovered how power hungry AI is, add to electric cars, Bitcoin, airconditioning is ever present and more peoppe moving to southern states in USA etc.
I think it's folly to try to play secular trends in commodities. With oil and gas, stocks can crash up to 75% in a downturn, that's A'LOT to sit through while waiting for your 10 year thesis to play out. Plus sooo much can change, most commodities are in overabundance, oil production can easily be ramped up within a years' time if needed. Same with natgas. 5 years ago Cathie Woods was saying oil wouldn't go above $20/barrel again. Commodities are mainly for trading. Maybe hold a year or two starting during the next downturn.
Take you profits in CEG and VST. trad em, don't own em. .These will correct when momos leave the sector for the next fomo play. MSFT made a big mistake going all in on AI that put its cap ex on triage. AI is not a profit center..unlikely it ever will be. MSFT hurt both its shareholders and their workers. Not a fan of Bill here. Thank for the heads up on the refiners. Stay warm, mate. Styley jacket. Regards to Montero's! Carol
it's never positive when someone has to brag about how many years of experience they have. ESPECIALLY when they've made several HORRIBLE calls over the past few years
Thanks for your videos, Paul. I watch them every week and look forward to them.
Thanks, appreciated
This has become by far my favorite energy podcast.
Great to hear, thanks!
buy on sankey's fluffy collar, sell when the dachshund sheds the sweater. 🤣
Greg my research partner and I think this wins BEST COMMENT. The Achilles indicator.
Thanks for the great content! Short, factual and often right.
Question: If EV's and the European 'energy transition' to wind and solar are secular trends, aren't oil refiners like Shell and Total melting ice cubes in the long term?
Thank you.
First time here. Appreciate the info brother.
Welcome, tell your friends!
Timely and credible insight
Thanks, appreciated
Thanks for you knowledge, experience, and wisdom
Wow, not sure about that but thanks for the thanks
What a view!
Indeed, Abraham Lincoln said it was the finest
Mr Sankey, when you say secular what exactly does that mean? Trying to grow my lexicon to understand your posts better. Love your content and thanks for your insight!
We consider secular to be a structural change to the market; whereas cyclical is just the same old cycle. So EVs are secular trend. GDP is cyclical. Driving season is seasonal.
Thank you sir
thanks, was wondering why valero was +12% in 2 weeks. subbed
Oil stocks are alright, but Tech companies will still be a key market driver. I own a handful of them worth $200,000. But my trust level in Trump is so low that I would not commit for too long. I'm at crossroad if I should sell now or not, my goal is at least $1m before retirement. I need advice on this.
Money advice is subjective. What works for you may not work for me. I would suggest getting rid of any unnecessary purchases, especially things that cost you monthly, or better still, consider advisory services for better planning
Agreed. I'm quite lucky to have been exposed to finance at an early age. I started a full-time job at 19, purchased my first home at 28. Moving forward, I got laid off at 55 amid the COVID-outbreak and immediately consulted an advisor. As of today, I'm just about 10% shy of $1m after significant investments.
@@YhoosEntmoni This is huge! Your advisor must be grade A. Mind sharing more info, please? I'm in dire need of proper asset allocation.
I've shuffled through a few advisors in the past but settled with Katherine Nance Dietz. She has a great deal of expertise and her qualifications speak for themselves. You'd most likely find her basic info on the internet. She's well established.
glad to have stumbled upon this, curiously inputted Katherine Nance Dietz on the web, easily spotted her consulting page and was able to book an appointment. Ive seen commentary about advisors but not one looks this phenomenal
Was the dachsund named Achilles so that Paul could say 'heel boy' !?
He was named after Athena was named Athena because she is so smart. Achilles had 3" legs.
The emphasis on having a clear exit strategy is crucial, especially after experiencing the volatility of previous bull and bear markets. It’s refreshing to see the focus on setting realistic goals and understanding the why behind profit-taking. This approach not only prepares you for unexpected market shifts but also keeps you grounded during the emotional rollercoaster of trading. It’s a valuable reminder that crypto investing should ultimately serve our personal aspirations, rather than just becoming a game of chasing numbers. I have managed to grow a nest egg of around $200k to a decent 7 figures in the space of a few months...Thanks to Seren Wintersun insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings. Kudos to the journey ahead!
SHE IS ON TELE GRAM.
@Serenwintersun
The pump and dump has been a perfect eyeopener for us all to really see how unpredictable the market can be and the need for us to be trading not just seat and hodl.
Great skills and knowledge about the market. I enjoy full profits and easy withdrawal with no complains,
Investing has proven to be an incredibly beneficial decision. My cryptocurrency profits continue to play a substantial role in growing my overall wealth, reducing my reliance on my salary.
It is cold in Europe right now for sure, but it’s set to be a bit warmer and a fair bit over the average temperature.
Cool. Thanks.
That jacket doesn’t look cheap!
Love the insights - largely agree with what’s being said. Let’s see if OPEC holds the line through May.
BP’s my pick this year, let’s see how their strategy day goes in Feb - been building a position since early October
yes OPEC is key. Jacket was a gift from the missus - love it
Thank you for your videos. Weren't you bearish on 2025 oil?
Yes we were bearish all day from Labor Day. But there has been a couple of short term bull events: cold winter and shadow fleet sanctions.
The 🐿 is a massive Sankey fan!! Pity no drone shots this week (I guess understandable after the pre-Xmas shenanigans!). Thanks Paul!
The drone lives in Mexico but the nephews are going to edit the videos once we get file sharing sorted
Will there be another fracking boom in ND?
No.
Underinvestment in oil?
A good sign the barge steamed back in shot.
Thanks Paul. Looks a lot cold than Mexico! Cheers!
Yes it has been freezing in NYC
Nuttall called it ... Sankey called nothing
That trade is already over. The guy is talking about something that already happened.
I don’t know. Markets can be irrational. BCA research saying you can’t take signals from commodity markets as it’s lagging. Even if we’re entering slowdown oil might go irrationally higher. That’s also what technical analysis points at. I don’t know we will see. I closed my short trade today and waiting for confirmation.
But whats the best way to profit long term from the rise in electricity usage? Ive just discovered how power hungry AI is, add to electric cars, Bitcoin, airconditioning is ever present and more peoppe moving to southern states in USA etc.
I think it's folly to try to play secular trends in commodities. With oil and gas, stocks can crash up to 75% in a downturn, that's A'LOT to sit through while waiting for your 10 year thesis to play out. Plus sooo much can change, most commodities are in overabundance, oil production can easily be ramped up within a years' time if needed. Same with natgas. 5 years ago Cathie Woods was saying oil wouldn't go above $20/barrel again. Commodities are mainly for trading. Maybe hold a year or two starting during the next downturn.
These baby AIs are already thirsty af, not to mention all these keen geopolitical competitors. Only nuke-yuh-lærh can save(?) us now. o/
Now sporting the de rigor Musk like flying jacket!! Agree re PBF being a winner in coming months.
Elon stole the jacket concept
Nonsense. Just a few weeks ago PS debated Adam Rosencsweig. Give a lusten. PS was atrongly bearish on the energy complex. Had nothing positive to say.
@@stevengilbert3315 nearly right. I debated Josh Young. The secular themes are bearish the trade here is bullish.
Take you profits in CEG and VST. trad em, don't own em.
.These will correct when momos leave the sector for the next fomo play.
MSFT made a big mistake going all in on AI that put its cap ex on triage.
AI is not a profit center..unlikely it ever will be. MSFT hurt both its shareholders and their workers. Not a fan of Bill here.
Thank for the heads up on the refiners. Stay warm, mate. Styley jacket.
Regards to Montero's! Carol
Selling calls in CEG for sure, nice and juicy. As for MSFT cap ex I'm not so sure you're correct, they have the aperture to see what's ahead .
😂😂😂
it's never positive when someone has to brag about how many years of experience they have. ESPECIALLY when they've made several HORRIBLE calls over the past few years
What calls did he make?
I think that just a month ago, on one of his vids, he was very bearish on oil for 2025
@ that’s right. He was right. Oil to test 65$ and perhaps mid 40’s