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 Ba…