Goldilocks vs the Three Bears
By Paul Sankey
Published on June 13, 2024 at 8:45 AM
Noted yesterday: old friend/former colleague in Bulge Bracket General Sales raving about GE Aerospace and the CEO, Lawrence Culp, as being outstanding. Noted yesterday: major long only investor raving about Ivanhoe CEO speaking at a conference this week in New York. “The biggest threat is not climate change, it is thermo-nuclear war”. Well, that’s okay then! Evidently Robert Friedland is a must-listen. We will try to get him on Happy Hour. Both stocks are in …