Month

Hope all goes well… Dusted off an anecdote from June 2013 about training to win. I take August off from writing to recharge, read, roam. Hoping the same for you and your crew. See you again on September 11th with full weekend notes. E Week-in-Review (expressed in YoY terms): Mon: China cuts 1y Loan Prime Rate 0.05% and 5y LPR 0.15%, China plans $29b in special loans to struggling developers, German year ahead power s

Hope all goes well… Dusted off an anecdote from June 2013 about flags, colors, policy, politics. Written during the Taper Tantrum, a time that rhymes with QT (see below). I take August off from writing to recharge, read, roam. Hoping the same for you and your crew. See you again in September with full weekend notes. Week-in-Review (expressed in YoY terms): Mon: PBOC cuts 1y MLF rate 10bps (unexp) in response to much

Hope all goes well… Dusted off an anecdote from 2021 about finding nobility in great struggles (see below). I take August off from writing to recharge, read, roam. Hoping the same for you and your crew. See you again in September with full weekend notes. Week-in-Review (expressed in YoY terms): Mon: US Senate passes $739b climate/healthcare/tax deal – the Inflation Reduction Act – revives Biden’s agenda, China extend

Hope all goes well… Dusted off an anecdote from 2014 about a natural law that defies physics (see below). It has been fun to watch Marcel work with Mara on weekend notes for the month of July. We all take August off from writing to recharge, read, roam. Hoping the same for you and your crew. See you in September with full weekend notes. Week-in-Review (expressed in YoY terms): Mon: Ukraine’s first grain shipment sinc