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Fri Nov 19, 2004

Talk with Mike
Play with Mike
Think about using a money manager via York + ML to execute my non-value, pro-risk strategy using analyst disparity as a proxy for risk. But then I realize I may not want to do that strategy when the market seems to be of average value right on its LT trendlie, ie total ret is not under trent and that's what we have right now. Breakfast + wash dishes

9:30 Prep to go to caves to snorkle via dinghy
11:15 Leave this bay and sail back toward Tortola and then to Casper Island Max sustainable of 7 knots
2:15 Spirituality of Imperfection Fin Ch 4 + Read Ch 5. Do this as everyone else snoozes. Compare it in my mind against corporation.
5pm Shower Search for Mike's wallet.
5:30 Cocktails on boat. Quiet.
6:30 Head to Beach of Cooper Island. Buy tank top + cap. Two rounds of Bush whackers Baileys, Kahlua, Amaretto, Ice + Rum + Vodka Blend all this Dinner Ratatouille, chicken carrot cake
10pm Start Chap 6.