Ulti

https://www.dataroma.com/m/holdings.php?m=HC increased EWBC 20%

https://rationalwalk.com/a-very-strange-public-offering/ Interesting article on Brkb issuance in 1996

https://www.stitcher.com/show/rose-bros-podcast/episode/137-dan-pickering-pickering-energy-partners-compounding-at-20-the-value-of-trust-in-business-what-makes-a-good-energy-investment-306196877 excellent podcast on all thing’s energy / energy investing

https://www.foreignaffairs.com/china/end-china-economic-miracle-beijing-washington

https://rosebros.ca/blogs/podcast/cole-smead Excellent podcast on value investing \energy\ and a nice segment on paypal

Not part of the JMT though it runs thru the Sierra’s and meets the pct in Northern Yosemite above Tuolomne… Triple crown hikes are beyond my pay grade at this time , but doing a 10 ish day trip is definitely doable . And there are companies out there that can help you with your hike or JMT segment Half Dome at Sunset

Ansel adams wilderness , part of the Sierra National…. We did a 7 day wilderness backpacking…. Lots of route changes … area is dynamic ( including Yosemite)

https://www.morningstar.com/alternative-investments/commercial-real-estate-is-trouble-not-reason-you-think

https://ritholtz.com/2023/07/transcript-jawad-mian/ interesting interview with a global macro facilitator

Getting ready to do a 9 day wilderness backpack thru the Clark Range in the Sierra's... have to "cart" our food so have been training with a 40lb pack...Love this the best because no cell\electronics and the variablility of the weather...also nice being "isolated" from civilization.

https://www.nbcnews.com/business/economy/why-trump-killed-tpp-why-it-matters-you-n710781….. This trade agreement would have cut China off at the pass https://www.cnn.com/2023/03/14/politics/willow-project-oil-alaska-explained-climate/index.html Biden might be starting to see the Energy light… As an aside , they both suck for different reasons

Excellent podcast

https://www.yahoo.com/finance/news/will-canadas-oil--gas-industry-join-europes-green-retreat-120337630.html

The same greedy bullshit happens in all countries including the good old USA https://www.cnn.com/2013/03/19/business/iraq-war-contractors/index.html article is a rehash of a financial times investigation.

Agree....Just a bunch of greedy ass politicians (along with Schroder) who put themselves above their people.. https://www.theguardian.com/world/2022/jun/02/germany-dependence-russian-energy-gas-oil-nord-stream Is it a fallacy to believe that you can change authoritarian regimes with trade ? Hasn't worked out too well with Russia and China....

I have a buddy that did the same thing in a Midwest state…. Working farm for several years and is close enough and a pretty enough piece of property to convert it to an event destination/ weddings/ shows/ events etc…. He did this this summer and will be interested in how successful he’ll be

I took away a few things ( maybe misinterpreted) deglobalization combined with regional debt and a move to a service economy is going to kick Chinas ass for several years. best thing the federal government of China can do is to continue their infrastructure buildout… … Owning Rio their opinion: https://finance.yahoo.com/news/rio-tinto-says-china-economy-040203828.html

excellent podcast

https://brklyninvestor.com/2023/07/03/quality-at-10x-p-e/

A very good podcast with a nyc based real estate company that manages office as well as converts office to MF… goes into detail on all things office and NYC

brief interview with Chris Davis https://webreprints.djreprints.com/2396947.html

Good discussion on how Bridgewater is using ai for investing, progress they have made…. Jenson is co cio and is in their ai investment committee

Back to the subject at hand: https://calculatedrisk.substack.com/p/housing-inventory-and-demographics

Damn that's a blast from the past... and he was something you didnt want to step in