Amazing to think am in the Kalahari desert! Just stunning
El Guiri
Rand, peso, szloty and Sol rising against dollar which seems to conicide with the run up in metals. So making a flywheel play might be loan in dollars, convert to one of these and buy metals in those countries and vault for 2026? Seems more complicated than just stacking SATs but if banks start moving in that trade, can see some interesting fx moves in 2026. 🤔
Today's personal lesson.
Whilst naked yoga in blazing sunshine is extremely enriching, newfound knowledge on the predilection of mosquitos for the flavour of human buttock cheek results in the addition of a new "ass scratch" pose to the routine which can impact focus on breathing.
Majesty of flight! 
