By Paul Sankey
Published on December 1, 2024 at 4:56 PM
Greetings from Brooklyn Heights, Freezing! Trump brings us a new theme: “the pinball market”. Thanksgiving was a sort of proxy disaster this year, more of that to end this note. Suffice it to say that I hope you had a healthy, wealthy, and wise Thanksgiving. Thank you all for being clients, and if you are not a client and reading this, you should be paying, please. You are a Grinch to us, a thief of …
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By Paul Sankey
Published on November 29, 2024 at 10:35 AM
If you “went out for a walk with your cousin” and found yourself in a gas station yesterday on Thanksgiving, perhaps confused about what day and time it was in the blinking neon light, referring to the results of Alimentation Couche-Tard (ATD CN) will not help you work out what the date is. Yes, the recurring joke in our reports on ATD earnings is their absolutely derisible reporting calendar. On Tuesday, November 26, 204, two …
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By Paul Sankey
Published on November 24, 2024 at 3:24 PM
Woke up this morning feeling pretty chipper, perhaps encouraged by very positive feedback and some really constructive additional comment on yesterday’s big $GOLD (Barrick Gold) note. Took a look at the computer, and found myself three hours later, something of a jibbering wreck. Why the mental deterioration? I listened to four successive podcasts featuring Scott Bessant, the new Treasury Secretary nominee. He is known to have been canvassing in a competitive field to be Treasury …
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