By Paul Sankey
Published on June 1, 2025 at 2:48 PM
Greetings, Just like that, the month of May 2025 was gone. Always a blink, the wonderful month of blossoms. Thus, Panama hats, white linens and blue seersucker summer wardrobe-ready, Wall Street summer is upon us. Enjoy your weekend, let’s try to relax. A stroll today, to help you think easy, let me give you a reminder of the famous (and generic) Sunday Sankey Pimm’s recipe, which drink converted at least one hedge fund portfolio manager …
Read More
By Paul Sankey
Published on April 30, 2025 at 9:24 AM
Happy Hour this week, the authors of this note, Greg Bordelon & Paul Sankey, will discuss ethane, RINs, the model portfolio and last week in Calgary and California, in an open mic session. Date/Time – Thursday, May 1st ,4PM ET Guests – Paul Sankey & Greg Bordelon Registration Link –Click Here ~ What happens to local markets if you embargo imports? Keeping up our mini-theme of exploring the more arcane aspects of US oil, having covered a “Love Letter …
Read More
By Paul Sankey
Published on April 13, 2025 at 4:14 PM
One of the recent Happy Hour lines that struck me, came from a Republican lobbyist who was a guest in the interim between Trump winning, and Trump being inaugurated. He repeated “tariffs” strongly, then followed up by saying that “During Trump 1, our firm had a track record of 85% success in getting an exemption on tariffs for our clients.” Hmmm. Sure enough, this weekend we have the “Tim Apple Tariff Exemption” whereby suddenly per …
Read More
