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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:
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.
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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”
A bit off the subject, but when I saw Sasha Latipova had been nominated on the list of people for consideration in the 47th Administration, I disclosed under Latipova's name that she had written outright, in her Substack more than once, that President Trump "deserved to die" and "should be killed" for his words and actions in 2020. One man argued for her in various ways, but I'm proud to say I continued to write several times what she'd said about President Trump. Later, the same man wrote that Latipova's name had been removed from the list.