By Paul Sankey
Published on October 16, 2025 at 10:01 AM
Today Strategy Session at 12pm: Doug Garber, former major hedge fund Portfolio Manager (recently attended Barcap, Jeffries energy conferences, Goldman Tech) and founder of PitchthePM.com. Doug works a lot on process, in portfolio management and research, and if you have up-and-comer analysts on your team, you might want to encourage them to listen. A recording will be distributed. https://sankeyresearch.com/conference/sankey-strategy-session-doug-garber-interest-form/ ~ Cooking oil! You can imagine those of us in a niche segment of Wall Street …
Read More
By Paul Sankey
Published on May 15, 2025 at 10:34 AM
Good news, Torsten Slok replied to my confirmation email this morning as he always does: almost immediately, politely with good humour, extremely concisely. That is like his work. He told me when he joined Apollo they had no requirement for him to publish research, but he wanted to keep publishing regularly “because my hamster wheel runs a little faster than that”. When you hear the speed he delivers this thoughts, it makes perfect sense. Register …
Read More
By Paul Sankey
Published on May 11, 2025 at 1:47 PM
Hello from Boston, “Hello”, he said, in a most British tone. The British are coming! Sure, the Tea Party, Independence Day. Don’t believe the hype, they are sequels. We need a Democrat Tea Party, in true Boston style, but the Democrats here are hopeless. My youngest son Harry’s full Boston graduation (Northeastern) is this evening, putting me free & clear from private education fees that are crippling. His college: $84k per year. We are leaving. …
Read More
