• Howie Town
  • Posts
  • Sunday Reads And Listens...Cycling Season Is Here for Me...And Banks Suck

Sunday Reads And Listens...Cycling Season Is Here for Me...And Banks Suck

Good morning…

Sorry I am late again this AM. I am really enjoying my ability to sleep past 7 am.

I am feeling well rested after a tough week on the bike.

Next weekend is our annual Social Leverage Palooza for our founders and limited partners from our latest funds (3, 4 and our emerging manager fund) so it is going to be a hectic next 8 days.

Ellen and I are back from a week in Coronado and Calabasas (north of Los Angeles). We are fixing up our home in Coronado so it has been gutted inside and we will hopefully be ready to move back in by June. We drove up to Calabasas and stayed a few nights at Westlake Village Inn and I spent three days riding with my pals Roy Rubin and Mike Dean. I do two big cycling trips a year (April and September) so starting in March I start putting in the miles to get myself ready to survive.

Calabasas has incredible cycling. Here are two of our rides and a few photos (thanks Roy):

Onward to some reads…

Loved this 'golf story’ about ex NBA player JR Smith.

I do not read a lot of MACRO investing pieces but I did enjoy this Arthur Hayes (founder of Bitmex) on the current banking crisis. You have to note his crypto biases of course.

My overall thoughts on this banking crisis now that the bank CEO’s are all rumored to be visiting old man Warren in Omaha this weekend continues to be disdain. I hate that we are here again. I hate that while our government was focused on breaking up the creeps in big tech, they forgot to keep an eye on the asshat bankers and of course the rest of our infrastructure like the rail executives cutting out corners that cost millions hardship.

Ed Ziton’s pieces titled ‘Bank Men, Freed’ and ‘I lost 900 Million Dollars, But It’s Not My Fault’ were both really good.

Have a great Sunday.

Join the conversation

or to participate.