One of Those Mornings When You Wake Up…

…late, just ending a dream about how you run into Warren Buffett and Charlie Munger at the Pilot Travel Center truckstop on I-29 in Council Bluffs. They then buy you beer for two hours and tell you everything they know about how asset pricing works in the real world. When you wake up, you hasten to write it all down. But because you woke up late you have to rush to the gym, and by the time gym finishes it’s all gone…

Hopefully not an omen for the weekend…