As previously mentioned, we are going West this week, to meet up with friends and clients as well as meet with prospective clients.
I am looking forward to speaking with some interesting folks at David Rosenberg’s intimate event in Napa this weekend. Then for the rest of the week of May 4-8th, we will be in San Francisco and Silicon Valley, meeting with clients, presenting to a few tech firms, and generally enjoying the Bay Area.
Long-time readers may recall that markets occasionally misbehave when I am traveling — be it the Flash Crash or the 2008-09 or 2000 or even 1987 (I don’t recall what I was up to in 1973-74). I don’t believe the correlation is anything more than a coincidence (but you have asked to be informed when I am on the move).