Good afternoon from San Juan…
I’m missing the Waste Management Open back in Phoenix but I have to be honest; it’s not as fun as it used to be! In fact, the last time that I really went was in 2017 and the Dow was nearing 20,000.
Everyone liked that hat and now we’re at $38,000 thanks to Uncle Jerome & Co.
Since those days all I worked on was building my own infrastructure because that was two years post portfolio manager days which I’ll never go back too.
I had a brief stint in 2020 with corporate style worked in the old company I sold and it reminded me of how terrible it is.
We’re building Landshark Capital again - the last few years was a small group but most of who you guys look to learn to do this are just really bad.
I had a really good call today with another ex prop trader who some of you know and hopefully we’ll get this community going again like it was pre 2017 (that’s the year I sold it and the year of of that photo).
We’re starting with new webinars each month. The first one?
A lot of my spare time last year was spent doing too much and the fund was an auto-pilot for the most part but now that I have some good people around me it frees up time.
That, and learning to just say no to ideas/trips is a must.
And learning to chill a bit more like I’m doing this afternoon to wind down from the week is going to be a recurring theme as well. (PS I did not us that sugar, it’s just big down here for any coffee etc)
The Superbowl is Sunday but I really could care less…I’m an F1 fan.
See you all Sunday for the new issue of the report.
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