Surf Report: The floating or the swimming

Issue 38: 06.13.2021 (Subscribers Edition)

“A man who procrastinates in his choosing will inevitably have his choice made for him by circumstance.”

INTRODUCTION

June 13, 2021

Hi everyone—I’m so glad to have you here. What a week.

Strong end-of-debt-cycle vibes in this summery center of two-thousand twenty-one. Vibes this strong haven’t hit since the end of the last long-term debt cycle. That is, the…