Apologies for the long period without posts. On April 28 I took a flight back to Malaysia but ended up quite sick (prostate. balance) and, combined with Jet lag, I was not thinking clearly. But part of the problem is it's extremely unclear what is worth saying. Many of those people that I like to follow have also gone silent, I think for that reason. I look forward to returning to being as clear as I can. There always is a state of the world, and it is always worth trying to say what it is. It is much easier to describe a sandcastle intact than a sandcastle in collapse.
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anyone want to have a conversation email me, doug (at)dougcarmichael....com