bursting bubbles
We were a couple days away from “pulling the trigger” when a new discovery brought us up short.
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Skills
Easter threads and tractor treads
Happy Easter from the House of Gjertsen! We are so thankful for God’s sacrificial gift of His own Son. Every year we live, the hope of resurrection and eternal life gets sweeter.
global portfolio return attribution
The topic at hand has to do with if a global portfolio manger outperformed (or underperfomed) a benchmark, what was the cause of the outperformance (or underperformance)? Was it primarily about stock picking in certain countries? Or the overweighting of certain countries’ markets?
letterman
All aboard! Valor is still in love with cars, trucks, trains, and ta-tas—which isn’t what you think…
18 months
We can’t believe it’s been a year and a half since Valor burst into our world, big and wet and hungry with eyes squeezed shut. Now his eyes are always looking, looking, looking as he observes and begins to describe his world.
meeting the magnetic manger
This morning was near-perfect. As Abby mentioned in the last post, this morning Valor became the old child we’ve ever had, and it was also the first of three “Christmas” mornings for him.