Hi {{ first_name | friends }},

As I mentioned in the last edition, I’m taking a brief pause from our usual deep dives this weekend.

It’s time to recharge and celebrate the New Year with loved ones.

I hope you’re also carving out some well-deserved downtime on your side.

Whether you’re reflecting on your 2024, planning your next moves, or enjoying the moment, may the festivities renew your spirits in the new year. 🥳

Wishing you a restful holiday season.

See you back in January,

Dexter

🌎 The world’s piling in on US stocks. Sentiment for World ex-US stocks has been terrible. Insightful episode of Animal Spirits covering this, the crack cocaine of the stock market, China, AI, housing, and other fun topics.

🔥 FIRE was a mirage. Interesting thread from a 44-year-old who FIRE-ed and said he’d give it all back to be in his early 30’s again. Like most things, it ultimate comes down to your goals and values. Fun quote: “What a silly thing it seems now to frontload your working during the best years of your life just so you can have flexibility in your later years when that flexibility has less to offer.”

After years of traveling for the holidays, we're celebrating at home in Mexico City.

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