weekend notes

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 whol

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 ma

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

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 themselv

Hope all goes well. “If gold was your hedge, well, you just got bent over,” said Yoda, standing upright, high in the Rockies. “There’s usually one time per year when everything goes wrong at once.” The S&P 500 topped at 1669 on May 21, and is now down 4.6%, while gold is -7.1% and 10yr yields are +57bps. “This is what happens after a Fed Chairman signals that you can buy any asset in the world

Hope all goes well. It’s Summertime. Our four little terrorists are home. Subversive. Restless. Commitin’ thought crime. Jack the Ripper, Olivia Hearst, Teddy Kaczynski and of course, Osama bin Charlie. Naturally we love them. Want to create a utopia for ’em. But what’s utopia without a little dystopia? Anyhow, I’d like to say that I read 1984 this wk in response to the PRISM revelations. But trut

Hope all goes well. “They’re praying, ‘Oh dear god, please get me back to even and I swear I’ll never do this again,’” laughed the PM, one of Greenwich’s biggest. “If you help me just this once, I’ll follow every stop-loss on every position for the rest of my life,” he continued. You see, he took profit on nearly everything a few wks ago, days from the highs, and has listened with great amusement,

Hope all goes well. “NY, Kansas, Chicago, LA – you know what I hear from all our biggest clients?” he asked. And I sipped my VT, three limes, muddled, imagining the infinite possibilities. You see my pal ran mountains of money, hosts TV, and Vice Chairs nearly $2trln. So I gave it a guess: Can you lower my commissions? “They’ve woken up to the fact that their savings are being destroyed.” Wh

Hope all goes well. Swung through NYC. Without a moment to myself. The Big Apple’s booming. Cranes are swinging. Clubs thumping. And of all the stories that swirled, the one that made the biggest impression, was the one I never heard. You see it’s May. And not a single person told me that they sold. And went away. With their prodigious piles of paper profits. To play. Overall: “Wasabi Abe?” asked