Christmas is over and your family got you an assortment of ties. Can’t be seen with them on in public?
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I did get a lot of ties. And some cufflinks.
Oh and metal collar stays. All necessities.
I have enough ties to sew into a sail. But a man can never have enough cufflinks.
I have an assortment but my favorite are a square pair made of mother of pearl, handed down from my late, great uncle on my mother’s side.
And of course, every man needs a fine pocket watch.
I’m hoping cravats and straw boaters make a comeback.
I will be wearing a cravat in your honor at my next formal event. Top hat idea, sir.
Sir – thanks for your contributions this last year. I learned a lot about how to analyze winners based on overall macro themes and conviction plays.
Aside from the poor luck this last 6-8 weeks, you were on the ball the entire year and you deserved better than you ended up with in terms of overall returns.
Happy new year and best of luck for
2015.
– Martin
Thank you Martin. I appreciate gentlemen of good upbringing around these parts.
Unfortunately, life happens fast sometimes. In hindsight I clearly should have walked when I was up 10%. But who bets on something as rare as the third largest decline in a sector in 100 years?
Sadly the rare is sometimes the right. We pickup and rebuild.
Test