By Paul Sankey
Published on May 22, 2026 at 12:27 PM
Matt Polyak of Hummingbird Capital has excellent returns running long/short energy equities. It is always interesting to listen to a PM, and hard to find any that can talk. Matt is his own CIO. He follows around 230 names aiming to do up to 5 company calls a day. That is a surefire way to get your ideas right. I mentioned how at Enercom, in-person meetings for me resulted in Long ProPetro, loved the CEO, …
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By Paul Sankey
Published on May 28, 2025 at 9:15 AM
Tomorrow Happy Hour, as we inexorably plough through OPEC+ meetings after meetings without meeting, we have oil analyst Hall of Famer Ed Morse to talk about the world. Providing next generation Hall of Fame, analyst Jan Stuart will join. Full bios with next invite, suffice it to say that Ed is Senior Advisor and Commodities Analyst at Hartree Partners, a large, global, privately held commodities firm headquartered in NYC. Jan is global energy strategist at …
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By Paul Sankey
Published on May 23, 2024 at 9:48 AM
This evening 4pm – Strategy Session Greg Bordelon on “Model Portfolio” featuring Jim Mooney. Portfolio Manager Death Match, Greg Bordelon vs Jim Mooney. The two friends and former colleagues at Millennium will debate process and application in running money in the oil and oil adjacent sectors. Both fabulously smart, experienced, knowledgeable, I am really looking forward to what they have to say. Register here: Sankey Strategy Session | James Mooney – Interest Form ~ Feedback …
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