By Paul Sankey
Published on May 11, 2025 at 1:47 PM
Hello from Boston, “Hello”, he said, in a most British tone. The British are coming! Sure, the Tea Party, Independence Day. Don’t believe the hype, they are sequels. We need a Democrat Tea Party, in true Boston style, but the Democrats here are hopeless. My youngest son Harry’s full Boston graduation (Northeastern) is this evening, putting me free & clear from private education fees that are crippling. His college: $84k per year. We are leaving. …
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By Paul Sankey
Published on April 13, 2025 at 4:14 PM
One of the recent Happy Hour lines that struck me, came from a Republican lobbyist who was a guest in the interim between Trump winning, and Trump being inaugurated. He repeated “tariffs” strongly, then followed up by saying that “During Trump 1, our firm had a track record of 85% success in getting an exemption on tariffs for our clients.” Hmmm. Sure enough, this weekend we have the “Tim Apple Tariff Exemption” whereby suddenly per …
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By Paul Sankey
Published on February 9, 2025 at 6:06 PM
With so much macro noise, veritable banging and crashing, headlines emanating from The White House, it is also notable how much micro, company-specific news, we are getting. Stock price divergence has been high to start the year, for example among the Monopoly 7 (Amazon, Apple, Alphabet, Microsoft, Meta, Tesla, Nvidia). In my memory of the “Monopoly 7”, we have never seen one each of the Mag 7 in each performance quadrant on the x-plot below. …
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