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Source: backtest.substack.com​

A Big Move

4/1/2026

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I want to apologize for the lack of content recently. The market has been volatile and, in the midst of it, we have been preparing our house for sale. We are moving to Italy!

It has been a steady stream of home projects and contractors over the last few weeks. Between the constant noise of renovations and the logistical puzzle of getting a house market-ready, my bandwidth has been stretched thin.

On top of the physical work on the house, this is not your normal move. We are making the radical choice to get rid of a large percent of the things we own.

There is a very practical logic behind this decision. It makes little sense to deal with the cost and headache of shipping furniture and household goods across the ocean when I can find the same things once we arrive. Beyond the logistics, there is a deeper realization at play here: I simply won’t need as much stuff in our new life. There is something remarkably clarifying about looking at everything you own and realizing that very little of it is actually essential.

I appreciate your patience while I navigate this transition. I plan to be much more engaged soon, and I am particularly looking forward to sharing updates once I am settled into my new setup. Moving the “Time Machine” to a new continent is a major shift, and I am excited to see what the view looks like from the other side.

Everything we own might be disappearing, but the one thing I am holding onto is the lady by my side. She is as 'fancy' as ever, and I look forward to the next twenty eight years of discovery together as we make Italy our new home.

Ciao!

Dave



via Trading Time Machine https://ift.tt/RyG6neD
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    Dave Johnson

    I'm Dave Johnson, a former investment advisor and quantitative system developer with over 30 years of experience building and trading mechanical systems. These days I focus on rules-based research, honest backtests, and sharing what the data actually shows.

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