Portfolio Manager Special: Sunday Calls

By Paul Sankey Published on May 8, 2022 at 12:55 PM

Few, As they say on the internet. Today we have a PORTFOLIO MANAGER SPECIAL in the presentation, which includes a full glorious ppt on the largest stocks in the market, and for bonus, a Sankey Recommendation on each stock. The oils look great on these charts. The recommendations on names like Google (BUY) or Disney (SELL) are purely quanatitive interpretation of charts, we do not cover non-energy related stocks fundamentally. So this is quantitative analysis, […]

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Morning Joe

By Paul Sankey Published on April 26, 2022 at 8:30 AM

Good looking results beat from Valero setting up the “$5 in Q2” call we made over the past week – CEO is Joe Gorder Valero may turn oils performance that was undermined by oil service results last week, Halliburton leading the oil tape lower; we have had a brutal week since my “Mega-bear call: Oils to 10% of S&P500 note”. Sorry about that. ARCH coal announces an $8 dividend up from 25c. Watch Peabody and […]

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Sunday Silence

By Paul Sankey Published on February 20, 2022 at 1:36 PM

A correspondent asked if I would be writing this Sunday about what to do if Russia invades Ukraine. “I wrote about it in early January,” I sourly texted “I am more likely to write about Venezuela,” I added snootily. “But you’ve been saying Russia won’t invade.” He pressed. “I had to take a week off because I didn’t know. No point in chasing the puck.” Not wanting to chase the “will they/won’t they” puck, I […]

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