By Paul Sankey
Published on January 18, 2026 at 6:38 PM
Hello All, Mid-January… these are the hard yards on Wall Street – no let up until mid-April. It was the New York winter that broke the Occupy Wall Street protestors in 2011, and they wimped out in November. We workers kept grinding. Wintry mix today in Brooklyn Heights, brisk weather is forecast for Tuesday: 14° low, or -6° to Europeans. MLK Day Federal Holiday tomorrow, which seemingly nobody in Houston follows, at least not in …
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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 …
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By Paul Sankey
Published on September 21, 2025 at 5:46 PM
The world seeming began to turn with a couple of comments I was making last week “Why is China storing so much oil?” that was originally included in last week’s note on global LNG over-supply, but was then saved for this week. Sure enough, Javier Blas went after the question directly in a column on Wednesday: “Why is China Stockpiling So Much Surplus Oil?” Adding to the Zeitgeist shift on oil – Peak Oil Supply …
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