Third Wheels & India

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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Morning Chatterjee & Chazen 11/18/21

By Paul Sankey Published on November 18, 2021 at 9:12 AM

SPR Releases roiling markets, Biden Administration perfect fodder for Happy Hour. Happy Hour TONIGHT with former FERC Chairman Neal Chatterjee, along with Aaron Cutler, partners at major DC law firm Hogan Lovells. Aaron at 5pm, Neal at 5:30pm. Both have deep Washington energy experience at the highest level – Neal was former Chief of Staff for Senator McConnell, Senate Republican Leader. It is obviously vital to understand the shifting energy landscape in Washington. These are […]

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Sunday Sankey 5/2/21

By Paul Sankey Published on May 2, 2021 at 12:25 PM

All presentation today, see attached link, after the Sunny Saturday Sankey published yesterday and emailed to you, outlined the past week. The week ahead is extremely busy with results – you can see my diary in the attached presentation. The monster week of earnings is behind us, with impressive results from FMAGA – Facebook, Microsoft, Amazon, Google, Alphabet. Week ahead also has Secretary of State Blinken travelling to Ukraine. “I can’t tell you that we […]

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