April 27, 2010 – San Francisco Strategy Luncheon


1) Many thanks to all of you who attended my strategy luncheon at the Marines' Memorial Association in San Francisco on Friday. I found your questions insightful and your positive feedback inspirational. The club's meal and service was fabulous, as always. The security provided by the army battalion in full digital dress was more than adequate. After lunch, a few of us retreated to the bar to discuss the inns and outs of the market. But, when Marine pilots started showing up at happy hour still in their flight suits, I knew from hard earned experience it was time to go.
I look forward to seeing you all again in six months.

And a final reminder to East Coast readers that there are still seats available for my strategy luncheon at noon on May 7th at the New York Athletic Club.

MarineCorp-1.gif picture by madhedge