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John

And the name of the baby is…

I realize that many of our readers are not up to this, and that’s fine. But for the few die-hard puzzlers out there who enjoy a bit of number crunching… game on!

raising a Big Boy

Valor saw me wearing a Planet Fitness tee shirt some time ago, which features a big yellow “thumbs up” sign. He was eager to show us that he, too, could make the thumbs up sign, although his version includes the outstretched forefinger pointed diagonally down…

so far behind!

We took a vacation to Townsend, Tennessee with our friends the Lis from Houston. Valor had a great time with Michelle’s two children, Nathan and Anna, who are growing up into big kids so fast. We stayed in a cabin right next to the Little River, which included free passes to a tube rental place, which was a lot of fun for those of us over 5. We didn’t get any photos or video of that, but we did shoot some of Valor on our vacation, including his favorite activity of throwing rocks into the river:

addition and multiplication

Clearly, our plans to grow our family have encountered some sort of mysterious obstacle. The theme verse of this blog, “Unless the Lord builds the house, those who build it labor in vain” (from Psalm 127:1) has taken on meaning we did not fully expect when we chose it. Abby and I are both so thankful for the Lord’s abiding comfort and for being our refuge, redeemer, and lifter of our heads during so many deviations from the script we would have written.

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?