Sunday Reads & Listens
Links & Reads
This Weeks Show: Market Inflection & Investing in China
China Third Plenum Starts This Week
I spent some time checking out a filming spot where Pirates of The Caribbean was Saturday then did a 4 hour cave hike today. That was a great break from work and given I’ve been down in Puerto Rico for 3 years not it’s about time I start doing more sight-seeing.
No report this week….
I’m off on vacation this week as discussed a few weeks ago so there is no weekly LongVol Report. I might be putting out a few daily recaps pending my schedule but I’ll be in New York for the week and will be busy with meetings.
I don’t take much time off during the year but this week will be one of them and I’m looking forward to a quick break, playing some golf, meeting up with some friends and hitting my favorite spots in the city.
For those that don’t know, our investment firm is live so I’m traveling to NYC partially for that and to meet with my COO, Sam Evans. I launched my private fund during Covid and this is the public investment firm now and it’s the next chapter which I’m excited about.
Moving on…
This week China Third Plenum is important for me - I talked about it in the weekly show and I have positions in that so I’ll be watching closely.
For those to access to the report, I’ll still be publishing AST updates.
Finally…
I’ll be meeting up with a few readers from the report when i’m in NYC as well so if you’re around drop me a line and you can join us for drinks and cigars.
Enjoy the rest of your Sunday.
Dan
P.S. if you’re bored, remember there are articles here to read worth the time.
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This article is presented for informational purposes only, is an opinion, and is not intended to recommend any investment, and is not an offer to sell or the solicitation of an offer to purchase an interest in any current or future investments. Any such solicitation of an offer to purchase interest will be made by a definitive private placement memorandum or other offering documents.