By Paul Sankey
Published on March 13, 2022 at 4:17 PM
“Only the dead have seen the end of war” – Plato (Attributed). The Quote is writ large at the entrance of the Imperial War Museum in London, one of London’s great museums, if lesser known. Recommended. Thoughts & prayers with the suffering in Ukraine. Peace in Brooklyn, the weather our worst direct concern. The hard yards, I always say from my First World Wall St perch, are January 1st through to March Madness. And today, […]
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By Paul Sankey
Published on January 30, 2022 at 4:41 PM
Before we argue that Big Cap tech can stabilise the market here, on a fast & personal take of last week’s and next week’s earnings, in recognition that we need to focus on mega-themes, the latest population data from China is extremely important. NYT January 17th, 2022: China announced on Monday that its birthrate plummeted for a fifth straight year in 2021, moving the world’s most populous country closer to the potentially seismic moment when […]
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By Paul Sankey
Published on January 12, 2022 at 9:25 AM
Portfolio Manager Special Happy Hour Tonight, 5pm ET, with Michael Masters. There might be no better commentator on “inflation day” than Mike. We additionally have four energy/natural resources PMs confirmed. VERY LIMITED event. Sankey Happy Hour Registration: https://us02web.zoom.us/meeting/register/tZIocuuprTooG9SqNZxj9rgUjl9KZxTOEHAJ Masters first came to national – and my – attention testifying to Congress further to a white paper he wrote on oil speculation around 2008. It is always a good sign when you write a research note […]
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