By Paul Sankey
Published on July 31, 2024 at 8:19 AM
Just some bits & pieces of transcripts for you today, more on the London property market at the end. We note, but do not pretend to cover, Microsoft warning on AI (Artificial Intelligence) profitability, ASML with good numbers (we continue to recommend Chip War as a must-read book to understand all this) but we do talk about independent power player and cult 2024 stock Vistra popping with others – Talen is one we have talked …
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By Paul Sankey
Published on July 30, 2024 at 9:04 AM
*George Orwell wrote a great book “Down and Out in Paris and London” where he lived homelessness, privileged son notwithstanding. If you think there are meth issues in downtown cities, you can read that book, or “Road to Wigan Pier”, and consider how life in big cities was in the 1930s. City life today – London or Paris, San Francisco – is a cake walk. So thereby, all my notes “Letter from…” or “Homage to…” …
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By Paul Sankey
Published on July 25, 2024 at 2:14 PM
We just took the Eurostar London to Paris, which City of Lights is empty. Above, the Quai D’Orsay, Notre Dame approaching renovation completion (later this year, fire was 2019). The 2024 Olympics are starting, and the streets are closed. No taxis, metro only to get around or foot. Paris is empty, the notoriously grumpy locals ain’t got time for all this. The local barman is berating the quiet. TGV (Train Grand Vitesse, fast French long …
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