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Hope all goes well. “I need a messy war in Syria, a $20 spike in oil, and new highs in stocks,” he said, punch drunk, knowing the near impossibility of that combo. But it’s been a long summer. And guys who stuck around to fight, got beaten badly in June, as stocks and bonds both fell; the risk-parity bubble punctured. Pop! Then again in July/Aug as gold rallied. While the Dollar surged vs the Real, Rupee, Rupiah, Ran

Hope all goes well. Summer’s over. Back to School Monday’s upon us, in sunny Santa Barbara. Dusted off an Anecdote from a dreary 2010 Autumn. See you next Sunday with full weekend notes. All the best, Eric Week-in-Review: Mon: Chinese new home prices +7.5%, China to expand broadband network, Japan Jul exports +12.2% (Jun +7.4%) imports +19.6% (prev 11.8%) trade deficit Y1trln, Brazil buys more dollars, S&P -0.6%;

Hope all goes well. Dug up an anecdote from a sunny Santa Barbara summer. Back in 2011. See you again in September, with full weekend notes. Best regards, Eric Week-in-Review: Mon: Japan Q2 GDP 2.6% (Q1 3.8%), Der Spiegel “Greece will need more aid after German election,” Mexico’s Nieto to open oil industry, S&P -0.1%; Tue: Japan machine orders -2.7%, Abe calls for lower corp taxes, India hikes

Hope all goes well. Dusted off an Anecdote from my year at altitude, in the Alps. 1998. See below. Be back in Sept with full wknd notes. All the best, Eric Week-in-Review: Mon: China service PMI 54.1 (first acceleration since March), Japan service PMI 50.6 (prev 52.1), Aussie retail sales weak, Iran’s Rohani pledges moderation, EU composite PMI 50.5 (first >50 since Jan 2012), EU retail sales -0.9% yoy, UK s

Hope all goes well. Taking August off from writing. But figured, with over 4yrs of archived Anecdotes, it’d be fun to dust off a few favorites. Blasts from the past. You’ll find this week’s flashback down below. Best regards, Eric Week-in-Review: Mon: China to audit gov’t debt levels, China June industrial profits +6.3% yoy (May +15.5%), Japan retail sales -0.2% (+0.8% exp), Der Spiegel says German banks face new wri

Hope all goes well. “You Passed,” read the email. No intro, no signature. Just those two beautiful words. My heart skipped a beat. Excited, humbled. You see, 6mths ago our team embarked on a mission. To deliver innovation to our industry. To help our most prestigious institutions solve three simple, interconnected problems: volatility’s too low, fees are too high, returns are too low. So with those two beautiful word

Hope all goes well. “Got four kids, I’m busy mate,” answered the London cabbie, at sunrise. “Me youngest is a little terror I tell you,” he continued. “Screams somethin’ awful, so I get him ’fore he wakes the others, else I’m in a right mess.” Osama bin… “And me crazy missus keeps chickens, at five this morning one lit up proper, cluckin’ away like she laid a golden f’in egg, wanted the whole neighborhood to kn

Hope all goes well. Packed our Suburban assault vehicle with the troops. Headed north. For a Lax tournament. That’s how we roll; Team Peters. Turned off all electronics, and surveyed the landscape, for wild animals. We first spotted cows. Then horses. A coyote appeared. Osama bin Charlie caught a giraffe in his sights. But it darted for cover. “Well, they’re real fast guys.” And from there, the magic of imagination o

Hope all goes well. Cracked cold Buds with Mara’s brother. He built his first big firm, and is onto #2. In Silicon Valley. He’s in good company. Google ($296bln mkt cap vs Egypt GDP $258bln), Facebook, Yahoo, Twitter, Sidecar, AirBnB, Uber, LinkedIn, Box, SnapChat, DropBox, Pinterest, GetMyBoat, Square, Tumblr, Lyft, SideCar, Evernote. We applauded Commander Thiel’s big-data advance: Palantir. And General Musk’s auto

Hope all goes well. My brother Craig called, to announce a miracle. You see, he’d waited his whole life. To create another. And marveled at the little boy in his palms. The infinite possibility. Of course, we’re both old enough now to know we can’t predict the future. We just pray that no matter what it holds, our little ones can live their lives to the fullest. With liberty. Dignity. For themselves. For others. And