Month

Hope all goes well… I take a break from writing each summer, to catch up on reading, recharge, seek solitude. Wishing the same for you. Dusted off an anecdote from 2013 on inequality, humanity, a conversation with a policy maker in Johannesburg (see below). Back in September. All the best, E Week-in-Review (expressed in YoY terms): Mon: 800k global Covid-19 deaths (US leads with 180k), South Korea closes most schools

Hope all goes well… I take a break from writing each summer, to catch up on reading, recharge, seek solitude. Wishing the same for you. Dusted off an anecdote from 2012 about unexpected challenges, mental toughness, perfecting the journey (see below). Back at the end of August. All the best, E Week-in-Review (expressed in YoY terms): Mon: Chinese fighter jets briefly cross midline of Taiwan Strait, China CPI +2.7% (e

Hope all goes well… I take a break from writing each summer, to catch up on reading, recharge, seek solitude. Wishing the same for you. Dusted off an anecdote about the intersection of inspiration and science in the art of trading (see below). See you at the end of August. All the best, E Week-in-Review (expressed in YoY terms): Mon: China PMI manu +1.6 to 52.8, Australia’s Victoria declares state of disaster over Co

Hope all goes well… I take a break from writing each summer, to catch up on reading, recharge, seek solitude. Wishing the same for you. Dusted off a sports anecdote about things that can’t be taught, only found (see below). Back at the end of August. All the best, E Week-in-Review (expressed in YoY terms): Mon: Chinese researcher/spy arrested in SF consulate, global negatively-yielding debt hits $15.2trln (above Marc