Investor DNA 01/29/2020 — What’s Alpha?

Dear Reader

Produced at 36k feet, Somewhere over Pucadelo Idaho.

Travel. Today in Oakland (Tuesday), Seattle (Wed-Thursd), Chicago Fri. Yes I will be wearing a medical mask. If you want a picture as a proff, drop me a note.

Write emails… Continuing on the theme of writing emails, read this.

Biblical? Locust in Africa, Iguanas falling out of trees, people dropping dead in China from the virus…. it starts to sound biblical.