Gone A.W.O.L. – lite blogging and full airplanes
For those who did not read my post on Sunday about my absence for the next two weeks, I again report on my movements below. But firstly, please do not unsubscribe as readers so often do when I travel and don’t post for a few days. This is just a temporary reallocation of my time and not the end of my blogging efforts!
I will find myself in Santo Domingo (Dominican Republic), Montevideo (Uruguay) (including a day trip to Buenos Aires) and La Jolla (San Diego) over the next two weeks, combining business with a short break with my wife Isabel and two kids, Monique (11 years) and Jean (9 years).
Blog posting will be slow (and totally absent on some days) while I am on the road and “Words from the Wise” will take a break for the next two Sundays (April 4 and 11). The normal blogging service will be resumed on my return to Cape Town by April 13. You have my guarantee on this, as blogging (and running) provide me with a can’t-do-without adrenalin boost.
I will be “tweeting” regularly throughout my trip. For those not familiar with the concept, a Twitter feed has been added to the sidebar of Investment Postcards where I post short comments (maximum 140 characters) on topical market issues, and also on my personal whereabouts. You can also “follow me” directly on Twitter by clicking here.
I survived the 22 hours of traveling from Cape Town to New York (only in transit) and am now flying South for a brief stop-over in Santo Domingo. From there I will head further down to Uruguay for the Easter weekend, and then travel back North to join the annual get-together of Rob Arnott’s Research Affiliates in La Jolla. (My investment management firm, Plexus Asset Management exclusively represents Research Affiliates’ fundamental indexing methodology in the Pan-African region.) And finally, I will brace a full 34 hours of flying and airport time to get back home in Cape Town (actually nearby in the beautiful Stellenbosch winelands area).
As an aside, the “airplane / airport barometer” has made an amazing recovery since only a few months ago when the numbers of passengers were way down on the good ol’ days and upgrades were plentiful. Somewhat unexpectedly, there were no empty seats on any of the planes I have flown in so far and airports were buzzing, explaining the good run airline stocks have had over the past few weeks.
Hasta luego y adiós!
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