Postcard from Calgary

Postponing today’s Happy Hour owing to a scheduling clash. (Dan Dreyfus CIO at Bornite) – he will be back soon, on a new Thursday. At the very least, next week Greg Bordelon and I will do a State of Union regarding my current trip to the Calgary and the West Coast, and his model portfolio which is weathering extremely well. Huge up days are not his thing, but overall, Greg is performing very well, where …

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