By Paul Sankey
Published on July 7, 2024 at 1:28 PM
Greetings! I tell you what, with me working from home, most Saturdays and every Sunday… my grip on what day of the working week it is can be confused, but this past week really snuck up on me – who knew the US was calling a week long holiday to celebrate the 4th July 2024? Very French, this just-past Thursday holiday. And during simultaneous Euro 2024 and Copa America soccer-max? I have been like a …
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By Paul Sankey
Published on June 2, 2024 at 1:55 PM
Summer Greetings, Mexico and India elections culminate today in one of the busiest democratic years in history – the greatest in terms of number of voters. Incredible positive really. Violence in emerging markets/ Mexico and the limits on Indian growth because of democracy are two mega-themes. People want to live in Fascist States? Former case, we are expecting a major global leader assassination or deposal; we can only speculate on who and what impact in …
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By Paul Sankey
Published on June 1, 2024 at 12:27 PM
“That must mean we’re up here at Gobbler’s Knob, waiting for the forecast from the world’s most famous weatherman, Punxsutawney Phil.” Phil Connors (Bill Murray), Groundhog Day (1993) We are back to writing about E&P M&A … again. Our conclusions are broadly unchanged: Big companies are being incentivized by the market to take over the small, but with an evolution on the margin that finds asset quality now of equal importance to valuation; we are …
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