Ahhh, back to the comfort zone!
I may not have been traveling, but I was out of my usual routine the past few days with TBP conference — so you can blame me for the back-to-back triple digit Dow losses.
The conference was truly an incredible day. It was a fantastic line up of brilliant, outside the box speakers, who dazzled the room.
I did not read the tenor as bearish as portrayed — it was more along the lines of “Equities are of increasing risk, and there are various asset classes that offer greater opportunity for the risk assumed.” I know that nuance doesn’t always translate easily, but there were many investment themes beyond equities for those people who are long only (beyond gold). There were also plenty of thoughts on paired trades and shorts for those who weren’t.
I’ll do a full write up on it, along with links to video and media.
Over dinner, Rosie mentioned a few people had told him it was the single best conference they ever attended. That’s a testament to the unique perspective and fierce intelligence of the people who spoke. And I have to give mad props to Marion Maneker, my co-producer of the event, Dianne DiNardo (of One Source Worldwide) who runs the logistics. I also have a secret weapon: My team of Josh, Anna, Caitlyn and Mike. They make it easy for me to look good.
For today, I have to shake off the after effects of three days of late dinners, too much wine — and a boatload of coffee yesterday. More to come later . . .