So far this year has sucked. The stock markets are down, the crypto assets are down, its been frick'n cold, and of course there was this Fire.
The fire I am referring to is the Marshall Fire in Boulder. It did not burn down my home, but came pretty darn close. Close enough to cause significant damage. Enough damage to make it uninhabitable.
My wife and I have spent the entire year so far moving out of our home. Once we are done, the contractors will repair, repaint, re-carpet, and re-more. The house took a year to build, and will take about half that to restore - once they start.
The next question is if we ever move back in? We have lived in this home since ‘98, but it’s a bit roomy now that the kids moved out. All I know for now is I will be completely packed and the house will be new. It’s a difficult but inevitable question. More to come on this one.
Other than a rocky start. I am fairly optimistic about 2022. I think this is the year the pandemic ends. I’m not sure if it actually ends or our patience just runs out. Whatever the reason, events gatherings, and other activities from 2019 are back on the calendar.
It’s also the year that valuations will normalize. The pandemic affected many stocks in odd ways. Zoom and Peloton are the poster kids of over-reacting investors. In both cases, the business and business model were far more consistent than their valuations.
