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……