Sunday Sankey 4/25/21

By Paul Sankey Published on April 25, 2021 at 1:52 PM

Monster week of earnings ahead, a clash in the titanic battle of growth vs value. The forces of growth over-ran us values, but we started a fightback that saw several battles won since the terrible relative lows of August 2020. In Q1 this year, value began to rampage against growth. April has seen a growth fightback, with the US$ holding and US interest rates even rallying. I asked a market player if he was bullish […]

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Propane Sankey

By Paul Sankey Published on September 29, 2020 at 10:02 AM

Yet another bull point on propane. The Morning Sankey goes down the rabbit hole. New York City has made outdoor dining permanent, and the City has lifted the post-911 ban on propane canisters in Manhattan (welders were excepted). With indoor dining limited to 25% capacity, operating restaurants are dependent on outdoor dining, and there has been a scramble to buy propane heaters. My neighbour manages three restaurants and said he was about to buy 15 […]

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Sunday Sankey 9/6/20

By Paul Sankey Published on September 6, 2020 at 9:50 AM

G’day and happy holiday weekend, Middle son Max is studying at Atlanta’s famous college Emory from home, which is deeply unfortunate. I am hoping to have him intern at Sankey Research once I get more organized about office space. Youngest son Harry headed to college at Northeastern in Boston for the first time yesterday, naturally excited, with NY news reporting that 11 Northeastern students had been sent home for having a party in a local […]

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