July 1st, the first half of the year is over, officially entering the second half. Thankful for the education from the market, the tempering from the project teams, and the occasional Alpha thrown out by the big players. The biggest growth in these six months: evolving from FOMO to mature FOMO. My expectations for the second half are not high: I hope the market shows some mercy, projects have fewer tricks, and I get a bit more luck. Of course, there’s also a small wish: when the big players feast, remember to leave some scraps for the little brother. Wishing everyone a great second half: