weekend notes

Hope all goes well… I take late summer off from writing weekend notes. Reading more, recharging. In the meantime, dusted off an anecdote from 2018 about magic, mysteries, the sublime wonder all around. And where to look for the greatest opportunities (see below). All the best, E Week-in-Review (expressed in YoY terms): Mon: ECB’s Weidmann warned inflation in the euro area could pick up faster than

Hope all goes well… I take late-summer off from writing weekend notes. Reading more, recharging. And I’m working on a longer-form piece about a favorite strategy for the wild decade ahead. A scalable opportunity whose star is rising. Something overlooked, unloved. Be back with it in early September. In the meantime, dusted off an anecdote from 2012 about one of my favorite life moments, and the im

Hope all goes well… I take late-summer off from writing weekend notes. Reading more, recharging. And I’m working on a longer-form piece about a favorite strategy for the wild decade ahead. A scalable opportunity whose star is rising. Something overlooked, unloved. Be back with it in early September. In the meantime, dusted off an anecdote from 2017 about China. How it has re-imagined the vast powe

Hope all goes well… I take late-summer off from writing weekend notes. Reading more, recharging. And I’m working on a longer-form piece about a favorite strategy for the wild decade ahead. A scalable opportunity whose star is rising. Something overlooked, unloved. Be back with it in early September. In the meantime, dusted off an anecdote about learning when to take a profit (see below). All the b

Hope all goes well… I take late-summer off from writing weekend notes. Reading more, recharging. And I’m working on a longer-form piece about a favorite strategy for the wild decade ahead. A scalable opportunity whose star is rising. Something overlooked, unloved. Be back with it in early September. In the meantime, dusted off an anecdote that preceded the 2018 VIX debacle – exploring Goodha

Anecdote: Each generation believes it can create a better world. Were it not so, we would still live in caves. Some generations thirst for change through revolution. That probably has to do with longer term economic and political cycles. But for whatever reason, amongst these revolutionary generations, some are more determined, effective. The 1960s-70s youth seemed radical, but they were far from

Hope all goes well… “Each player has one thing that makes him insanely special, almost inhuman,” said Jackson, my oldest, the two of us lying on the sidelines in the sun, talking competition, developing excellence, watching Charlie play 6th grade summer lax. “That’s the difference between good and great – just one special thing,” he said. “The margin of error in everything you do collapses in Divi

Hope all goes well… Dusted off an anecdote from 2017 about risk taking, examining anxiety, and learning how to tell the few opportune times from all the others. See you next Sunday with full weekend notes. Happy 4th. E Week-in-Review (expressed in YoY terms): Mon: Delta variant ravages UK – most daily cases since January – Portugal requires non vaccinated UK travelers to quarantine – H

“Reality is I was not put into any leadership positions,” said Jackson, “That’s not what being a plebe is about.” Mara and I dropped off our oldest at the Annapolis gates last July in a N95 mask, with $100 and a small backpack. We just picked him up an inch taller, thirty pounds of new muscle, our car filled with naval uniforms and lacrosse gear. “To learn to lead, you need to first learn to follo