Since this is the week my book (March 2015) officially comes out in bookstores, I would be remiss not to acknowledge it. Writing a book has been on my bucket list for a while so I’m excited and proud to have completed such a monumental goal.
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Since this is the week my book (March 2015) officially comes out in bookstores, I would be remiss not to acknowledge it. Writing a book has been on my bucket list for a while so I’m excited and proud to have completed such a monumental goal.
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In my last post, I unveiled The Eleven, my new tennis court and viewing space. A little less than a week later, Heather and I had our first social gathering to show some of our friends why we have been hermits for the last three years.
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The more I go through life, the more value I place on clarity. And while clarity can often come from an epiphany, it takes a lot of training to put oneself in a position to have such epiphanies. Besides having a lot of life experience to know what has worked and what has not,
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Regular readers know that I am a big Bob Dylan fan and have cited him many times over the years to convey essential insights I’m trying to convey. Obviously, I’m not the only one to have leaned on Dylan to help me navigate through life.
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Perhaps Powell’s pivot was highly influenced by having access to the Fed’s favorite inflation indicator, the Personal Consumption Expenditure Index (PCE), well ahead of its official release last Friday. As this headline from the Wall Street Journal shows, the index went into negative territory,
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Last week, I made my annual pilgrimage to London to meet with some of our insurance carriers and prospective ones as well. We have approximately 15 different companies providing us with different layers of coverage. We have a primary layer that covers first losses after deductibles and then secondary/excess layers.
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I recently finished Bill Walton’s autobiography and thoroughly enjoyed it. Talk about someone who has had a zest for life and embodies perseverance. That is one of the great benefits I get out of reading about other people’s lives.
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Five years ago this week, my late wife Roneet passed away. Since that time, I have written a lot about her and my journey since she left us. From death and despair can also come renewal if we make a concerted effort to grow and evolve and take those who we lost with us deep in our hearts on the next phase of our journey.
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Given China’s importance to the world economy, I wanted to focus this week’s post on some of the challenges China is facing in the short and long term.
China’s Economy
From an investor perspective, there is very little optimism that China’s economy will experience stronger growth after severely disappointing in the wake of its Covid reopening.
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Jerry Garcia was born on August 1st, 1942 and died on August 9th, 1995. The eight days between his birthday and the day of his death are known as the “Days Between”. It also happens to be the name of a very poignant Grateful Dead song,
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