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 18, 2025 at 2:30 PM
This Sunday note is primarily further to Woodside. We had dinner with Graham Tiver, Woodside CFO, last Tuesday evening. ~ Right now we are focusing on thematic research, because there ain’t no point in chasing this market day-to-day. With that said, to now comment very briefly on markets, we had Torsten Slok on Happy Hour Thursday, so we are covered on macro. We emailed you his slides. Every indicator with the possible exception of US …
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By Paul Sankey
Published on May 15, 2025 at 10:34 AM
Good news, Torsten Slok replied to my confirmation email this morning as he always does: almost immediately, politely with good humour, extremely concisely. That is like his work. He told me when he joined Apollo they had no requirement for him to publish research, but he wanted to keep publishing regularly “because my hamster wheel runs a little faster than that”. When you hear the speed he delivers this thoughts, it makes perfect sense. Register …
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