start here

start here

The Daily IKN email digest, get all daily posts sent to you next day (& no ads)

I say things on Twitter


Back in the saddle and...

...catching up with the market. In the end, your humble scribe is glad he wasn't in the office this week to witness this snafu. The silver lining (why is optimism the default reaction after a pleasant vacation, short or extended?) is that we have a couple of short positions in place to absorb at least a part of the mess, but still...ugh.

Overall, today's best executive decision is to wait until this evening to open up the port accounts. After a stiff drink (or two). 

It's very nice to go travlin......but it's so much nicer to come home.