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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Sunday Sankey 1/30/22

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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How to get to $100 (Hess)

By Paul Sankey Published on January 28, 2022 at 9:15 AM

My friend Hunter has gone vegan. Now we call him Gatherer. Where does Putin keep his armies? In his sleevies. Why does the Norwegian navy have barcodes on the side of their ships? So when they arrive back at port they can Scandinavian. A man rushes into the Doctor’s office “Doctor, I am shrinking!” Doctor: “Can’t you just be a little patient?” Think you are good at English? Try this: Why do British people love […]

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