Morning Sankey Biden Time

By Paul Sankey Published on July 15, 2020 at 8:50 AM

Washington Brief: the latest Biden energy plan announced yesterday is essentially roll up of the AOC/Bernie Sanders Green New Deal and Nancy Pelosi’s recent HEROES Act, not passed by the Senate, which represent huge – multi-trillion – US$ government spending. Intelligence from Washington: if the Democrats sweep in November, it’s happening. Intelligence from Washington: will the Democrats sweep in November? Yes. These are opinions based on public facts, but informed and respected opinions. Meanwhile, also […]

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Morning Sankey 7/10/20

By Paul Sankey Published on July 10, 2020 at 8:30 AM

The market seems toppy, if it sells off on a judge ruling on the long-running debate over President Trump’s tax returns, which is what happened yesterday. The ruling extends the to-and-fro and is seen as unlikely to result in a release before the election. Yet the S&P500 sold off… but the NASDAQ, as ever, rose regardless. Later in the day, a potentially more market-unfriendly series of headlines somehow had less negative effect: CNBC reports Presidential […]

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Government & ESG Overview

By Paul Sankey Published on June 30, 2020 at 7:11 AM

“Environmentalism is a luxury” we wrote in our January ESG note The “Greta Effect”. That said, it is clear that the theme of ESG has not only remained huge in investor’s minds and actions, but equally become even more massively complex than it was in January with the rise of social conscience regarding the Black Lives Matter movement. The day we published, the “Greta Effect”, Blackrock CEO Larry Fink stated that all Blackrock future investment […]

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