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All Skewed Up
You don't need to hedge what you don't own. And vice versa.
That simple, axiomatic observation is k
Too easy: you’ll be at the end of the bar drinking coffee. Except now you won’t be.
I won’t be by myself. One of the characters from the Monthlies will be there too.
Unfortunately I can’t make it. Hopefully, next time? I do give myself 10:1 odds (conservatively) that I could identify you. Actually, I think I have a pretty good idea about your dining partner, too. Finally, I give myself 1:1 odds that I could get you to buy me dinner! 🙂
Yeah, I’d buy you dinner.
I have a guy in KC who can do that chop. He also does Elk loin.
Awww, you do love us!
Is there any way to parse out how much of the protection buying is by foreign buyers? That would mimic some of the USD hedging we’ve seen this year.
Oh, when you say “you and yours” do you mean a couple or one’s whole family? Thanks to my religious beliefs, I have two lovely wives and 14 thirsty sons I would bring along if so.
My wife will definitely be having the beets and the sea bass, while I’m going to order escargot (I always get the snails) and the elk chop. See you there!
I’ll be 500 miles away, but you know, in spirit.
Can’t make it, but thanks for the restaurant recommendation!
You’ll find me at the end of the bar, sipping a Gibson, and sampling the oysters. I’ll be the one with the opera glasses trying to spot you. I know not to disturb you, so when I figure it out I will just smile and tap the side of my nose. (Don’t worry, I live more than 2,000 miles away, but I do relish the invitation.)
If I missed this somewhere in an article, I apologize, but just wondering if the 6+ trillion dry powder that had been in money markets and bank accounts has finally made its way into the market? Is that what has been driving the retail buying lately?
That chop sounds divine. As someone who spent 2.5 years living in Shelby, I rarely go back to NC. Beautiful state, but I know that even if I went to meet you, which I’d consider a privilege, I think I’d leave you alone out of respect. Buen provecho while you’re there, H.