Saturday reset. ☕️ Another one of those weeks that tests the mindset, risk management and process. Pretty volatile in the portfolios — all three hit new YTD lows at one point before clawing back closer to breakeven by Friday close. Still green, but much less than pre-war. Past week feels like it could be a final bottom… although no one knows, and I don’t know either. Still another five months to go before year-end. Hope is for a profitable year regardless of size — of course more is better — but maybe recovery of more lost profits and "time" is the better way of putting it for now. Overseas angst was real with the yen moving higher, while Japan and South Korea markets put the high-tech/AI names on a wild roller-coaster. Softer PCE (the one the Fed watches closely) added another layer. Saw plenty of deep losses shared on X — reminded me of my own humbling early years. Wished them well and shared my 30+ year journey article, 1st of 4 written so far, in reply. Hope it helps a few who needed it. Financials in all areas of the markets coming in mostly okay, yet in mining every 5–10% swing in commodity prices or even okay corporate news gets treated like bad news… and actual bad news hits even harder. About 40% of a share-price move sits outside our control (wars, foreign markets, economic prints). I still try to let the thesis breathe and rebalance the other 60% of the share-price move the best I can. To the traders having a rough stretch: it will get better. Sometimes a bounce gives a cleaner exit. Sometimes the best move is a pause — like the one I took decades ago, two years of quiet weekends at the local Chapters reading all I can. That reset helped me discover what wasn’t working. When things are good, we ignore everything; when they’re bad, we convince ourselves we’ll never recover. A deliberate pause, a rebalance, a chance to reset — that’s often the difference. Day by day, week by week. Saturday and Sunday pauses. I keep writing — articles included — and posting… hoping it helps others, and that the act of reflecting itself helps me process and stay grounded too. I hope it helps and may inspire others to reflect as well. Sports side: Jays still grinding for consistency with playoffs looking out of reach as the trading deadline nears. Wish any Jay who move on to contending teams the best. Home to the Cardinals today — hoping they can keep winning. Mahjong with a new crew this afternoon. This one is shaping up better after we quietly stepped away from a long-time group that got too personal over a simple English misunderstanding between my wife and me when we were talking together. Ten-plus years of games with her and her mom… sometimes moving on is cleaner. Wish them well too. Getting older sharpens the focus — closer-knit circle of family and real friends, less drama, more of what actually matters. Someone on X put it simply: roughly 30,000 days, 700,000 hours in a lifetime. Cherish them. Same message I keep giving my nieces — purpose, priorities, health and mental health, time and money. Value them, spend them well. Less screen time. Live it fully. Let the bullying, the bombardment of ads and get-rich schemes pass on by. Let the grifting furu Joneses keep their narratives and psychological shill games. We don’t need that energy. My nieces and those important to me don’t need it. No one needs it. Decisions yours. Grateful for the balance that still keeps me steady. Hope your weekend, long weekend gives you a bit of the same.