An Ominous 5th Anniversary...

I was sitting in my office in Bonita Springs, Florida, reading reports on China when a mathematical equation told me that "Hell is coming" long before Bill Ackman would.

Dear Reader:

“You really piss me off sometimes,” a friend told me yesterday

He continued: “I didn’t know you worked for a lobbying shop in Washington D.C. You never talk about these things.”

He’s right.

I rarely write about my nomadic background.

Here’s a quick cheat sheet… before I get to what's likely to happen in the markets.

“Hi, I’m Garrett”

I left Baltimore in 2000. I studied investigative journalism at the top college program in the country. Then, in my mid-20s, I worked in competitive intelligence for a company in the northern suburbs of Chicago before going to Wall Street.

Stop… “Competitive intelligence? Do I mean corporate spying?”

Yes.

I spied on soda manufacturers’ bottling plants to capture supplier costs and tracked satellite data of Chinese shipping containers. I also spied on UPS on behalf of their shipping competitors (largely around their marketing plans for their UPS Stores.)

However, we also worked to prevent information theft.

For example, a client hired me to dress a…