By Paul Sankey
Published on April 24, 2025 at 1:58 PM
Postponing today’s Happy Hour owing to a scheduling clash. (Dan Dreyfus CIO at Bornite) – he will be back soon, on a new Thursday. At the very least, next week Greg Bordelon and I will do a State of Union regarding my current trip to the Calgary and the West Coast, and his model portfolio which is weathering extremely well. Huge up days are not his thing, but overall, Greg is performing very well, where …
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By Paul Sankey
Published on April 16, 2025 at 10:04 AM
Happy Hour 4pm tomorrow we got us an engineer! Macro guru Michael Kao is well-known for Kaoboy Musings – on Substack and Kaos Theory. His twitter handle is UrbanKaoboy. In a crisis, we all become credit analysts. Michael is a stone-cold macro expert. Register Here: https://sankeyresearch.com/conference/sankey-strategy-session-michael-kao-urbankaoboy-interest-form/ Source: Toptradersunplugged.com ~ Here are a couple of charts I have been looking at, rather back of a beermat, pondering that the tide is half way out. The tide …
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By Paul Sankey
Published on January 16, 2025 at 10:18 AM
Continuing on from our successful refining conference (Days 1 & 2) we are pedal-to-the-metal on oil markets, with an update required for the latest balances, which have been very dynamic over the past month. Winter, shadow fleet, China, tonight on Happy Hour bring on the barrel counter! Jan Stuart, Global Oil & Gas Economist: Johannes serves as global energy strategist at Piper Sandler. A self-described oil-geek, Stuart and his team take a micro-fundamentals approach to …
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