Herro, Perro! w.4

Dear Friend,

It's been a week where every individual day felt like the wrong day. Monday felt like Thursday. Friday felt like Saturday. Wednesday felt like Monday. But it is indeed is Friday and for that we can all be thankful.

Arts & Culture

+"the woman who says no", that's what Picasso called his long-time lover and mother of his two children. A fascinating profile in the New Yorker on Francoise Gilot is worth your time and begs the question, does genius ultimately justify transgression?

+Who wears the golden moto jacket?: This week I discovered this jacket made out of pineapple fiber that has been processed into a golden sheen. Amazing. It's a symptom of the new type of bespoke fashion. I found it while browsing Wolf & Badger, a new store that show cases pieces only from new and up and coming designers. Further research links back to the producer of Pinatex herself and swatches have been ordered.

+Niche Niche: As you know, I love retail that show cases and credits the individual creative. Why would food be no different? Niche Niche is a hosted dinner party every night that centers around wine and food. There is no menu posted. You sign up for a seating with a host and let them take you on a tour. Lovely to not make decisions. Also, only two blocks down on MacDougal :)

Investing & Economics

'twas another week of volatility, earnings, and trade wars. I can't put all articles worth reading down but here are a few.

+Following up on more Thiel analysis. My other observation of the man is he's damn good at playing the Trump strategy. This article delves into his possible motives to turn a weak business record in China into an asset. Interesting counter narrative at least.

+When Money Dies: On inflation, bitcoin, and measuring value. In the end the only thing that matters is what you yourself can do. The topper card to the analysis/paralysis of crazy economic and political swings.

+Why do growth assets keep going sky high?: Is it loose monetary policy or is it just the psychology of large pools of institutional capital? This author makes a decent case for the latter. PS Can anyone name a person who more of a twat than Adam Neumann?

+Interview with Howard Marks: Why aren't investors worried? people keep asking this question.

Entrepreneurial Pursuits

+BluHaus: Check out the newly launched website for the design community that I'm a part of in SF. Please let me know if you'd like to publish in the next issue of our Zine!

+EducationNext at Harvard published my blog promoting the Beyond the Mirage paper. So that is good.

+This week went way too fast, my head hurts and I'm eager to go upstairs and drink some torrontes. That's a way of saying, I need to send this off and will write more next week :)

Reflections & Self-awareness

+I'm finding daily pages to be harder to produce. I've hand written 3 pages a day since April 30th and I feel like I'm losing steam and getting less out of them. That probably means I need to power through and keep up the routine. But it's interesting.

Thanks for reading, friend. Please always be in touch.