Further reading for the weekend: VC valuations troughing (?), Ukraine’s long war, and how the Irish got rich

Plus, Deer stalking in Scotland, and Guyana gets threatened by its neighbours. And US corporate bosses sound a bit confused.

I’ve just this week started a regular weekly column over at Doceo.tv.

You can read the first column HERE in which I discuss why macro matters to mainstream investors and why we need to keep a close eye on lagging indicators. Many of the themes will be familiar to regular readers of this letter.

I’ve also started a weekly podcast called The House of Funds…