By Paul Sankey
Published on September 6, 2024 at 11:00 AM
Numerous conversations with clients this week, which was fun. I miss the days of the trading floor, of the random conversations, of the face-to-face interaction, hey, the water cooler. We had a great live Happy Hour on the rooftop of the Knickerbocker Hotel this week. My friend Rob is in New York luxury hotels, and business has never been better. The head of events at the Knickerbocker said “We get 85% occupancy without trying, and …
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By Paul Sankey
Published on July 31, 2024 at 8:19 AM
Just some bits & pieces of transcripts for you today, more on the London property market at the end. We note, but do not pretend to cover, Microsoft warning on AI (Artificial Intelligence) profitability, ASML with good numbers (we continue to recommend Chip War as a must-read book to understand all this) but we do talk about independent power player and cult 2024 stock Vistra popping with others – Talen is one we have talked …
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By Paul Sankey
Published on July 11, 2024 at 12:51 PM
Today shortly 2pm Rob West of Thunder Said on Happy Hour: Sankey Strategy Session | Rob West – Interest Form Chevron-Hess intraday Source: Bloomberg *CHEVRON-HESS DECISION DELAYED BY FTC TO AFTER EXXON ARBITRATION Guess it kind of makes sense, international asset or not, if the FTC wants to know the final nature of the deal before judging it. The bigger deal is the arbitration decision anyway, we think. Is there a timing agreement issue between …
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