Month

Hope all goes well… Dusted off an anecdote on how we mold the places we live and they in turn shape us (see below). I recalled it when our dog Shackleton passed just before Christmas, a short, well-loved, well-lived life. Wishing you and your crew all the very best in 2020. E Week-in-Review (expressed in YoY terms): Mon: China to cut import tariffs on 859 items as part of Phase One deal, Chinese government announces

Hope all goes well… Dusted off an anecdote from Feb 4, 2018 about shooting stars and Santa Claus (see below). Wishing you and your Team a very Merry Christmas, Happy Hanukkah and Happy Kwanzaa. Team Peters Week-in-Review (expressed in YoY terms): Mon: UK stocks surge for 2nd day following UK election (FTSE 100 +3.4% over 2 days), UK bank stress tests show “the UK banking system would be resilient to deep simultaneous

Hope all goes well… “The administration wrestled with what to do,” said Mara. “A speech seemed out of place, perhaps a minute of silence before the game was better, they were unsure.” On Dec 14th, 2012 a shooter entered Sandy Hook Elementary in Newtown with an assault rifle, 10 high-capacity clips. He slaughtered 20 children, 6 adults. America did nothing. “It’s right to honor them with a minute of silence,” said Jac

A“I’m having so much fun,” said one of our industry’s greatest, eyes alight. “I’m at that point in life where I do nothing out of a sense of obligation,” he added. “I explore whatever interests me, supported by an intelligent, passionate team and an abundance of data.” We were discussing the world, building meaningful relationships, lives of purpose, businesses. “When it appears that no data exists, they scour ancien

A“The great illusion in the last cycle was an insane notion that home prices can never fall on a national basis,” said the CIO. “In this cycle, it is that illiquid investments are superior to liquid investments,” he said. “It may be true that allocating heavily to private equity allows certain investors to hold on to their jobs by enabling them to leverage equity exposure and mark it in ways that make the investment

Hope all goes well… Me: Whatcha looking at out there? Charlie (10): A bird hiding up in that tree – do you see it? Me: I’m basically blind little man. Charlie: What are we going to do today? Me: Saturdays feel empty now that our football season is over, right? Charlie: Well, we could meditate together, then read some newspapers at the coffee shop to free up tomorrow for watching football. Me: Love that plan – y

Hope all goes well… Dusted off a Thanksgiving anecdote from 2015 about not overthinking things (see below). See you next Sunday with full weekend notes. E Week-in-Review (expressed in YoY terms): Mon: Hong Kong pro-democracy candidates win 90% of seats in local elections (record 71% of eligible voters went to polls), Japan to consider increasing 40yr bond issuance, UN describes future as “bleak” as atmospheric greenh