By Greg Bordelon
Published on May 26, 2024 at 6:00 PM
Summary Positive performance from the book on a down week in Energy Long AI/US power thematics worked while natural gas exposure did not No changes to the portfolio; letting the winners run Thoughts on adding to losers and limited downside in Refining Messaging lessons from NVDA and why AI narrative will work in Energy HES shareholder vote the big headline grabber next week Performance The model portfolio was +49bps on Gross Market Value (GMV) for …
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By Greg Bordelon
Published on May 19, 2024 at 3:56 PM
For the week ended 5/17/24 the model portfolio was down 34 bps on gross market value. At the close on Friday, the model portfolio is +677 bps YTD and +730 bps since inception (Dec ’23). Source: Bloomberg, Sankey Research Greg Bordelon
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By Greg Bordelon
Published on May 19, 2024 at 3:46 PM
Summary Model portfolio down small in a wild week Short biofuels and long mean reversion worked; underweight natural gas exposure hurt performance Exited GPOR-CRK after round trip; added new CHK-VLO and RRC-WLK trades for gas exposure Watching for heightened risk of sector selloff; tightened risk exposure Performance For the week ended 5/17/24 the model portfolio was down 34 bps on gross market value. At the close on Friday, the model portfolio is +677 bps YTD …
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