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Paul Sankey

Sunday Mike Drop

Huge week ahead for Sankey Research. Not much in the way of earnings, and the economic calendar is light, featuring GDP numbers released on Wednesday 30th, bits and bobs. This market is all about the Fed, and they seem determined to stomp on the market if it gets too lively, yet it feels like it wants to get lively into Christmas. Then the dark days of Q1 will be dark days for the market, in…

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Paul Sankey

Thanksgiving Performance

Happy Thanksgiving! Beautiful day here in Brooklyn Heights. I am extremely thankful. First, thanks to Greg Bordelon, who has partnered this year with Sankey Research and been a pleasure and a privilege to work with. A former major hedge fund portfolio manager, Exxon employee, son of an Exxon employee, and in the first graduating class of Qatar American High School, he is a true oil guy. Zero interest in soccer his chat is rank. Yesterday…

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Paul Sankey

As Bullish As We Have Ever Been

In this note: most bullish on oil field service (OFS/OSX) in a decade. Sankey Research Special Event: post-OPEC dinner Vienna Sunday 4th December, Park Hyatt (location subject to confirmation). RSVP. Accepted: Kathleen Kelley, Jan Stuart, Major US hedge fund portfolio manager, invited: Helima Croft (RBC), Brian Sullivan (CNBC), Lionel Messi (invited by Instagram DM). Yep, yesterday a combination of the WSJ and Saudi official press agency got me. There is now sufficient controversy around the…

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