A diary of the thought process behind my investment decisions
We have been able to sweep our problems under the rug for years, so what is a few more months? I remain of the opinion that we could see a little more downside in the next week or two but that April should be fine. The imbalances might start to matter again this Summer. There is a lively discussion surrounding my column on coffee. I wasn't sure whether to post it but I'm happy I did. Have a great weekend.