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No investment references today, just a personal note.

Labor Day always represents a special day in my life. It was exactly on that day in 1973 that I arrived in NY with 2 years worth of paperwork stuffed in a manila envelope eager to exchange it for my green card and begin a new life in the U.S. after having graduated from the University of Kiel, Germany.

It’s been an incredible ride, and I would not trade it for anything. I will be spending the day with my family reminiscing, some time at the beach watching my son surf and catching up on always overdue reading.

I hope that your Labor Day will be equally as satisfying.

Regular posting with resume tomorrow.

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