By Paul Sankey
Published on February 2, 2025 at 3:19 PM
Way hey, That was a week. Deepseek to Tariffs. And plenty of results. Here’s the S&P500 and Nasdaq year to date. Source: Bloomberg, Sankey Research Pinball. Tape bombs. Regarding the January Barometer, (January sets the direction for the market’s year) we closed January up 3.2% in the S&P500 and 1.9% on the NASDAQ even after a -1.5% drop in the latter this past week post-Deepseek. Harry Hindsight is the best trader in the market. Briefly …
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By Paul Sankey
Published on January 30, 2025 at 10:03 AM
Greetings! Tonight on Happy Hour, we have legendary Mr Jay Wilson, HESS. which is always a great chat, and great timing with Hess having beaten estimates in Q4 earnings reported yesterday, but then held no conference call. So come with any questions. Register for Jay Wilson today at 4pm by Zoom here: https://sankeyresearch.com/conference/sankey-strategy-session-hess-jay-wilson-interest-form/ Hess beat the Street with $1.76 EPS vs Est. $1.49. Capex $1.68bn vs $1.52bn cash from operations. Hess delivered +18% year-over-year volumes …
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By Paul Sankey
Published on January 26, 2025 at 4:38 PM
A short catch up note today, struggling to see through the blizzard of wood chippings flying out of Washington DC: smoke, flames, feathers, shards of ice … in fact the blizzards and smoke are veritably across the whole USA, as President Trump seems to be everywhere, and making speeches everywhere, with regular but subject-scattered commentary, at-times with wild implications. And that was Week One. Gone are the days of Joe Biden making “no comment” or …
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