Ulti

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

That's awesome... have used one on and off for about 2 decades... If i was on a small desert island and can only have 2 pieces of workout equipment: concept 2 and 16kg rkc kettlebell.

2nds on kettlebells. Doing them for many years …. If you have disposable cash …Concept 2 rowers are fantastic workouts with/ without kettlebell

https://warontherocks.com/2023/06/jihadi-blowback-the-wagner-groups-hidden-downside/

well we now know what Jerome powell is listening to: https://www.cnbc.com/2023/06/21/listen-to-the-music-play-fed-chair-jerome-powell-admits-to-being-a-deadhead.html

https://www.wsj.com/articles/at-3m-lawsuits-threaten-to-transform-the-company-1fb5dc3e?st=s51jdy4vqmh6506&reflink=desktopwebshare_permalink As an aside , I opened a small position

Might be behind paywall https://www.nytimes.com/2023/06/15/magazine/doctors-moral-crises.html Both Mayo locations are great…. Minn and Jacksonville….Regional / university ( teaching) hospitals are good alternatives but quite Byzantine in bureaucracy. If there is a physician / dentist In your parents area that you trust and fits with the philosophy your looking for ask them for a referral…..chances are who they send you to will be similar in practice style and finally, if they are looking holistic…. Have them do their part with diet exercise and social interaction….

These are awesome

Right on!

Totally agree....As is investing, there are many ways "to skin the cat ." Low impact, aerobic in zone 1-2 heart rate ( that is specifically for you ), lighter weights etc. The whole goal at this age is to stay out of the Dr.'s office,hospital, nursing home etc as long as possible and enjoy life.