The week ended with a bang. At Academy’s Holiday Party, the Marines pulled out all the stops to win the annual “service song” contest (they actually brought out instruments, with Dakota leading the charge on the trumpet). We rolled (like the Army’s rolling along song), straight into Bloomberg TV Friday morning, where Academy was the guest host for the entire 6am hour. Had some interesting guests on the Geopolitical/European side, a bond portfolio PM, and an analyst who covers Disney (I abstained from asking him a question as I just didn’t think I could contribute usefully to the Disney-OpenAI deal ... Santa vs The Grinch, Diets, & QE