Offshore
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Meb Faber
Investing quote of the day: https://t.co/HvrtwiwIFN
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James (is looking for a prod role)
Biggest surprise from Europe trip – our coffee is now better than theirs.

Despite having invented espresso, the European attitude to coffee is that it should be a predictable, consistent, and inexpensive beverage. So they stopped tinkering.

Meanwhile in..
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Offshore
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Morning Brew ☕️
Let's get this bread..... https://t.co/hBAsXDarRL
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Ramneek
RT @ShortSightedCap: GQG (Rajiv Jain) seems more comfortable shifting exposures than many LO managers.

Like look at how the GQG Global Quality Equity fund shifted its top 15 holdings: https://t.co/PBCIx78BaY
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FXHedge
BLACKROCK: UNDERWEIGHT US EQUITIES AS THE FED LOOKS TO HIKE RATES INTO RESTRICTIVE TERRITORY
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Offshore
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Paul Graham
Few things are cheerier than shelves full of good books. Book spines are like flowers in the sense that they're designed to attract your attention, and also very varied. https://t.co/4eizH8vvPP
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Morning Brew ☕️
What was your first ever job, and what do you do now?
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James (is looking for a prod role)
The best way to appreciate US vitality is to spend a week in Europe.
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Offshore
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Artisanal Permanent Capital
Reading this book by @scmallaby. A Silicon Valley history told through the prism of VCs and their most notable deals. A real page-turner. https://t.co/1T0nnLl3tx
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James (is looking for a prod role)
In a US cafe, everyone’s mind is in motion. In an European cafe, everyone’s mind is still. One is not better or worse – just different.
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