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Hope all goes well. Snuck up to our family homestead in NorCal. It’s a farm. The kinda place you go to chill when things are real good, or hole-up when things get real bad. Tempting as it is to stock it with shot-guns, Jack Daniels and baked beans, we’re pretty calm. No one ever built a fortune by succumbing to panic. But no doubt, gears of change are in motion, exciting times lay ahead, big opportunities, risks too.

Hope all goes well. I woke in a sweat. 4am. Nightmare. Happens sometimes. Won’t bore you with details; basically, I’m afraid of time. Granddad dropped at 53. That gives me 9 more yrs. Got so much left to do. But at least July moved real slow. Felt like I lived a lifetime – France, Switz, Chamonix, Seqouia Forest, Euro crisis, US crisis. Overall: See the news? You musta. Jihadists clashed with centrist Peacekeep

Hope all goes well. Yeah, camping was great. Thanks for asking. Below freezing at night, food/fuel shortages, over-populated shanties, no running water, crying children with filthy faces. Old-school family bonding. We may head to Pyongyang for Christmas vacation. I refuse to have soft kids. Overall: Damn bro. What a ride, a white knuckler. Things almost changed. We narrowly avoided a paradigm shift. Gang of Six tax/f

Hope all goes well. I’m off camping. Mara, 4 kids, a dog and a tent. Be back next week with full weekend notes. Week in Review: Mon: EU contagion hits Italy – 2y +70bps (2008 levels), Norwegian Jun CPI -0.4%, S&P -1.8%; Tue: BoJ unch since Dec08, India IP softer, UK Core CPI lowest of the year, Moody’s dngrds Ireland to Junk, Fed Mins as expected, S&P -0.4%; Wed: Mkt interprets Ben as dovish, Chin

Hope all goes well. I made a big mistake. Asked the funniest guy I know (old college buddy) to write this week’s w/e notes in my absence. He didn’t give me quite what I’d hoped. Tore me to pieces. Just brutal. Should have known better. But I live life by lots of rules. And one is, never take anything too seriously (particularly yourself). Another is, if something’s really funny (albeit at my e

Hope all goes well. Summertime. Off to Paris, Zurich, Geneva, Chamonix. Bringing Mara, Jackson, Olivia. The Karamazov brothers are tagging along too, we go way back. In Mont Blanc’s shadow my old climbing partner and I will watch our kiddies hop from boulder to boulder. We’ll recall our adventures, near misses – hoping they’ll someday share that kind of bond, explore the edge, survive, Live. You won’t hear from me ag

Overall: A Mon rally on China’s FX flexibility failed miserably, setting a “sell-rallies” tone for wk. Ozzy presented an austere looking budget — said the right things. Japan’s Kan pledged to cap spending for 3yrs, the German cuts thru ’14 look to be 80bln Euros. Austrians in; Keynes out. Soros warns Germany leading EU down deflationary funnel (The Economist, Krugman and his ilk agree). US housing data collapse

Hope all goes well. I zipped off to NY. Swung by CNBC, my boys there always got interesting off-air info. Hung with old friends, new ones too. Heard lots of scary stories. One fella got his 1st colonoscopy. He ain’t alone, it’s been that kinda mth for most guys. Overall: Japan unveiled the world’s fastest supercomputer, 8.2 quadrillion calculations/second (8.2 Petaflops). Of course, with that much power, they’ll desi

Hope all goes well. Mom and Grandma been here all wk. Sharing family trees. Like most guys, I know so little about where I’m from, even less about where I’m headed. But enjoy exploring the former and considering the latter. I’m related to the Wright Brothers (lots of dopes too). Orville and Wilbur, brilliant inventors. Wilbur lived at Mom’s house till he died. But that was when Americans built more than they bought.

Hope all goes well. Had lots of family visit this wk. Always fun to leverage up life’s mayhem. Someday it’ll all go dark and quiet. But my ears’ll be ringing like a tuning fork with the sounds of kids laughing, yelling, and crying. Heard some grown men crying this wk too. As they rushed for the safety of 2yr Notes at 0.40%. Overall: A peaceful transfer of power is Govt’s most noble moment. The higher a nation sets th