Talk to me, Bro!

Payrolls were really unreal, but truth is optional

This will be an unusual note, combining quick commentary on the three-week equity rally, my thoughts after Berkshire, and thoughts on a percolating theme. There will be no book chapter this week. I’m also going to make a plea for patience. I will likely have to cut back Substack to twice a month for a while. There is too much on my plate. If that is una…