Jul

23

 (Louis Gave is the CEO of Gavekal, a very well respected research and investment firm) 

I hope you are all well. I just came back down from climbing Mt Rainier with a friend of mine (who has climbed Everest four times and Cho Oyu twice). We had a great time even though the weather was miserable. We were caught by what I think is the worst storm I have gone through on the way back down. It was a tough six or seven hours of work to make it back down. A great mountaineering experience though.

I include Charles' latest ad-hoc piece entitled Hermes Ties, Longines Watches & Sub-Prime Bonds, which I hope you will all enjoy. 


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