By Paul Sankey
Published on May 22, 2025 at 11:15 AM
Today Airlines Happy Hour with Hunter Keay. We sent you his bio yesterday, briefly he was a the top airlines analyst on the sellside when we worked together at Wolfe Research, now he is CFO of Avelo Airlines: Date/Time – today, Thursday, May 22nd, 4PM ET Registration Link – https://sankeyresearch.com/conference/sankey-strategy-session-hunter-keay-interest-form/ ~ Tax bill is having idiosyncratic effects, beyond the deficit effect that is roiling markets as the T Bill reacts: May 22 (Reuters) – Shares …
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By Paul Sankey
Published on May 7, 2025 at 9:43 AM
Tomorrow LIVE Thursday 5/8/25 Happy Hour in Boston 4:30pm at Bostonia Public House. Drinks on me. With a degree of inappropriateness, I said that we sought recommendations for a cool bar in Boston, the “type of bar that has a hot chick DJ’ing”. I was thinking Miami or Dubai vibe. Client response to my query for “that” bar: “Have you ever been to Boston?” Furthermore, our base load client has dropped out, this will be …
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By Paul Sankey
Published on March 9, 2025 at 4:43 PM
With the violent markets and noise, we are reluctant to chase the puck week-by-week, and so we step back almost entirely into a long term thematic: Chevron Tengizchevroil, and a really positive view of Chevron here. That thematic is linked as a pdf just below, hope you enjoy. The key section is highlighted in the contents under the imaginative title “Key Section”. Essentially, the genesis & core of this note was Greg Bordelon going back …
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