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 …
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By Paul Sankey
Published on May 16, 2024 at 9:20 AM
*** THIS AFTERNOON *** PREMIUM EVENT *** Happy Hour 4pm ED MORSE – the most tenured Wall Street (and DC) Oil guru, now Special Advisor to Hartree Partners, formerly Citi, CS, LCM, Lehman, Barclays, Hess, Phillips, President of Energy Intelligence, DOE under both Carter and Reagan, Princeton PhD, Johns Hopkins… the man is an oil legend. Register interest here: Sankey Strategy Session | Ed Morse – Interest Form ~ With Ed incoming, getting ahead of …
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By Paul Sankey
Published on March 31, 2024 at 3:39 PM
Greetings! Happy Easter. Spring is here, early spring, in Brooklyn Heights. I have begun to spend long moments staring at the garden. I shift to another spot and stare at the beds again. No meaningful gardening action as of yet. One asparagus tip has emerged from last year’s “growing asparagus” debacle. Things are going well for us; where do we stand at end-Q1 2024? As Q1 closes, the first slide is titled: “Energy dangerously close to …
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