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Weekend Digest: #240 (Regional Banks, XOM/PXD Merger, NTB Thesis, Argentine Election)

Weekend Digest: #240 (Regional Banks, XOM/PXD Merger, NTB Thesis, Argentine Election)

Everything from Bermudan banks to Permian energy mergers in this post-holiday weekend digest.

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Ian Bezek
Apr 10, 2023
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Ian’s Insider Corner
Weekend Digest: #240 (Regional Banks, XOM/PXD Merger, NTB Thesis, Argentine Election)
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Summary

  • News Of The Week: Exxon megadeal, regional bank valuations, historic discount on Colombian assets.

  • N.T. Butterfield: A highly-profitable Carribean bank that has gotten pummeled with the current crisis. I walk through the bear argument and why I'm not too worried.

  • Argentine elections are coming up in 2023. It's way too early to make specific forecas…

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