WEEKEND WRAP-UP (s2023 e1)

for the week ending Friday, July 7th, 2023

During my couple weeks on vacation, I thought about things I could do better with my letter. My first realization was that although I don’t enjoy hearing strategists continually repeat their views, I have probably gone too far and not followed up on my trades enough. My next idea was that sometimes I don’t write about a topic because it is not “post wor…