Postcards: An URGENT Morning Briefing (Before Apple Earnings)
People ask me all the time what I do... Am I in marketing? Am I a journalist? An economist? Do I analyze stocks? Let me just show you this time... maybe I'll turn this into a daily feature one day.
Welcome to the 500th member of this Substack reader list. I’m not sure who “mragro” is… but they will be the recipient of a free annual subscription to the first iteration of the paid Substack service when that time arrives. In the spirit of this, please share this list - and pay close attention to today’s email.
It will give you a glimpse into my goals here at Republic Research.
Dear Fellow Expat:
A lot of people ask me what I do for a living. As you know, I follow the markets closely. I write about them every day. Tim Melvin and I talk in the mornings about our views of the market - and we try to turn that insight into real money for readers. I call fund managers in Europe. I analyze data in Excel files. And each day, I wake up with a worldview that guides me in my editorial and my financial decisions.
So - what are those things that guide me?
Well, let me show you. If I ever decide to turn on the subscriber channel - a daily breakdown of the ma…
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