Postcards: We're Changing Latitudes (Things I Think I Think)
En route to the tropics... let's debate market topics...
Dear Fellow Expat:
The last time I was in Puerto Rico was in mid-2005.
I was researching a tuna canning operation. On our last night, when we stopped to look at the sunset and have dinner, someone stole the tires off our car.
I didn’t make it back to Chicago for two days after that.
I’m heading to John Mauldin's birthday party.
It’s a chance to clear my head and have strangers ask me questions like:
“Wait… Who are you?”
“Wait… You had a root canal two days ago and flew four hours?
“Wait… How do you know John again?”
“Wait… come on… do you believe they will print money forever?”
As I sit on this Southwest flight, no Florida-style religious miracle awaits… no spiritual awakening in the sky.
There is ample opportunity to think for four hours.
Let’s get to some conclusions on things I think I think…
No. 1: So… Buy Visa!!!
I read the most unintentionally bullish stock market report ever this week…
And it wasn’t even a stock market report.
It’s the lawsuit from the U.S. Justice Department against……
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