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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By Paul Sankey
Published on November 17, 2024 at 11:28 AM
We sent you a thematic yesterday at a slightly odd time, late Saturday evening for me here in London, on the UK North Sea and APA. We were very negative on both. This morning, a major long only client wrote from the US: “This [North Sea/APA] write up should be taught in both history classes and policy classes TODAY. Wonderful work and I love reading these. Thank you.” Awww, shucks, kudos as ever to Greg …
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By Paul Sankey
Published on August 25, 2024 at 3:00 PM
Hello, The last week of Summer 2024 is upon us. Welcome to the first week of 2024/5! Source: Bloomberg, Sankey Research Good luck to you & yours, may it be a great year. ~ Briefly noted: still no Prime Minister appointed in France, which is causing a continuing political crisis there. And next thing you know the founder of Telegram is arrested this weekend at Le Bourget, Paris’s private airport. Telegram, and that story, are …
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