Stuart's profile of BH Macro duly appeared this week and his next subject will be will be looking at 3i, the large but idiosyncratic private equity group, whose investment in the European retail chain Action has been one of the more remarkable successes of recent years.  In this week's notes I continue to look at what other investors I follow are saying and doing, while I ponder where we go from here and how best to navigate the coming months.  

Something different today? As you may know I do some occasional podcasts and interviews for Master Investor and spoke at their big annual investor ev...