By Paul Sankey
Published on May 18, 2024 at 4:06 PM
Model Portfolio Launch: Genesis to Revelation “What is your top pick?” – standard buyside question. Not this meeting. This was one of the single largest portfolio managers (PM) in New York, and that’s the world. Running multiple US$10 billions of large cap equities. This PM wanted to hear a whole long-short portfolio. Name the longs; name the shorts. Having taken few notes in the casual conversation up to this point, suddenly their pen was scribbling. …
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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 May 15, 2024 at 4:42 PM
*** PREMIUM EVENT *** Tomorrow 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: https://sankeyresearch.com/conference/sankey-strategy-session-ed-morse-interest-form/ Uncutting Ribbons, Restoring Emissions Renewable Diesel (RD) is a real-time disaster that provides a bitter cautionary tale …
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