Postcards: Five Investment Themes I Can’t Wait to Buy in 2024

I didn't watch the NFL today. Instead, I wrote this article for you... let's talk about energy investment, the Permian Basin, and how there is ALWAYS money in vanity.o

Dear Fellow Expat:

Two years ago, the Buffalo Bills lost a playoff game against Kansas City in the last 12 seconds.

As a lifelong Bills fan, that was the final straw.

I endured four straight Super Bowl losses.

I didn’t go to Georgetown University because my visit was the same day as the Music City Miracle.

I endured many losing seasons with quarterbacks named Nate Peterman, Matt Barkley, Alex Van Pelt, EJ Manuel, JP Losman, Trent Edwards, and Rob Johnson…

I put up with the fact that Tom Brady of the New England Patriots (on another team) was the “winningest” quarterback at Buffalo’s stadium for a decade.  

But something snapped in my brain when the Bills lost that AFC playoff game two years ago.

It was the final straw.

I have very little emotional investment in the NFL anymore.

So – Sundays have become a day to look forward to the week ahead.

And I’m not just focused on the next five days – I want to look to 2024 and where I plan to put money once this negative market cycle ends.

Today, I’m high…