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.
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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