By Paul Sankey
Published on November 26, 2025 at 3:37 PM
Assuming you are sitting in a traffic jam in the back of a limo being driven out to your country estate for Thanksgiving, we send a little reading for the holiday. You have no doubt seen or experienced this year’s travel data: all-time records. In this note we explain why every year more and more people drive for Thanksgiving, according to our theory: Ex-urbanisation. Notable for Thanksgiving travel, that we are clearly higher than …
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By Paul Sankey
Published on June 25, 2025 at 12:24 PM
Noted WSJ (typically the most reliable M&A source: “Shell in early talks to acquire BP,” Shell were in early talks to acquire BP in 2005, so good luck with that. BP needs a solution though, no question. We note that the Chairman of Shell Sir Andrew Mackenzie had dealings with activist Elliott Management when he was CEO of BHP, that is now involved with BP, at least involved according to press reports. ~ COVID changed …
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By Paul Sankey
Published on June 1, 2025 at 2:48 PM
Greetings, Just like that, the month of May 2025 was gone. Always a blink, the wonderful month of blossoms. Thus, Panama hats, white linens and blue seersucker summer wardrobe-ready, Wall Street summer is upon us. Enjoy your weekend, let’s try to relax. A stroll today, to help you think easy, let me give you a reminder of the famous (and generic) Sunday Sankey Pimm’s recipe, which drink converted at least one hedge fund portfolio manager …
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