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Resting for a week, then off to Italy. Here is my current schedule, and if you overlap, reach out

April 18th - May 6th: Walking from Milan to Padua

May 23rd - June 8th: Walking Ishikawa province (Japan)

July (basically all month): Sao Paulo, Asunción Paraguay, Salta & Jujuy provinces Argentina

September: yet to be determined. Thinking either shetlands or Namibia.

Major signals are firing in the charts after another historic week in the Market.

Here's my macro / commodity specific analysis, personal portfolio strategy & top stock on watch:

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In today’s free newsletter I try to bluff paid subscriber Erik Seidel and riff on a nugget of wisdom from Phil Galfond. Read it. It’s free.

POTD #13 Bluffing Erik Seidel in the Triton London Main Event

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‘God’s architect’ - Will Antoni Gaudí be beatified?

Ken Griffey Jr. is at the Masters this year as a credentialed photographer 👏

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When you hear that something is “the best practice”, think: “the most mimetic practice”

It is frightening to watch this country devolve into a cesspool of Profit over humanity, Wrong over Right, and Free Opinion over facts. It is all too close to the change which occurred in Nazi Germany. Nobody believed that they would be a victim, just as Hispanics could not imagine that despite voting for Trump they would be equally at risk for deportation. Nationalism and extremism if very dangerous and a huge threat to Democracy.

With due respect, I think it's part of America's mythology that they have not always been a country that values Profits over Humanity; your entire economic system is set up and policed this way. Far more so than in Scandinavia or even here (Canada) where social democracy has at least a strong hopefully expanding foothold. I wish it were not the case but it's present in your literature, history, myths, all of it, and in the founding documents too. "Life Liberty and the Pursuit of Property" was t…

Our great Prime Minister Pierre Elliot Trudeau (present PM Justin Trudeau’s father) famously said the following about the USA:

"Living next to you is in some ways like sleeping with an elephant. No matter how friendly and even-tempered is the beast, if I can call it that, one is affected by every twitch and grunt”

PET would never ever have taken Trump’s guff.

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Jan 9
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4:35 AM