Sitemap - 2023 - Me and the Money Printer

Postcards - 1993 - Part Six - The Decision that Handed BlackRock, Vanguard, and State Street Way Too Much Power

Postcards: The Year in Review... and the Week Ahead

Postcards: 1993 - Part 5 - The Hiring of Andrew Cuomo at HUD

Republic Risk: Closing Out the Year

Postcards: 1993 - Part Four - Executive Order 12866

Republic Risk: All Is Quiet

Postcards: The One and Only Tim Melvin

Republic Risk: Boring!

Postcards: 1993 - The Nominee Who Made Wall Street Bailouts Permanent While Pocketing $125 Million

Republic Risk: Low Volume, Maximum Cool

Postcards: Merry Christmas from the Florida Republic

Postcards: Why The New York Jets Are Like Carnival Cruise Line Stock

Postcards: Three Little Things I Love... and The Week Ahead

Postcards: 1993 - A Fiscal Policy Foul Took CEO Pay to the Moon and Made America Poorer

Republic Risk: Clearing 4,800… With “Crisis” and a Plan in Focus

Postcards: A Quick "Buy" Recommendation on the Shortest Day in the Calendar

Republic Risk: Topping Behavior?

Postcards: "1993" - The Massive Monetary Policy Error That Crushed the Middle Class

Republic Risk: Don't Start Shorting Until the Signal Goes Red

Postcards: 1993 and the State of the Republic

Republic Risk: The “Official” Worldview of the Florida Republic

Postcards: These Numbers Don't Add Up, Do They?

Republic Risk: Damage Week at the Fed?

Postcards from the Florida Republic: "Stop Trying to Make Hydrogen Happen."

Postcards: Enjoy It While It Lasts... and a Roundup on Insiders

Postcards: Stranger Than Fiction

Republic Risk: Energy Is Positive, Buffett is Buying Big on Occidental

Postcards: Warren Buffett Off the Top Rope

Republic Risk: Buffett Is Back in Occidental

PRS Pulse: The First Western Hemisphere War Since 2016?

Republic Risk: And Now… The Fed.

Postcards: Buffett for 80 Cents on the Dollar (Happy Birthday, Amelia)

Republic Risk: And Now… The Fed.

Postcards: The Day My Life Got "Real"

Republic Risk: Turning Point?

Postcards: Grey Swans for 2024 and the Week Ahead

Postcards: My 2024 Forecast (Ten Predictions)

Postcards: Does Anyone in American Media Understand Inflation?

Republic Risk: Alarm Bells on American Balance Sheets

Postcards: Elf on the Oil Shelf

Republic Risk: When Will Oil Bottom Out?

Postcards: The Best Sandwich of All Time

Republic Risk: Let's Talk Cheap, Beaten Down Stocks

Postcards: Nintendo Switch or Berkshire Stock?

Republic Risk: Pausing After a Five-Week Run

Postcards: You Are Here

Republic Risk: Jobs Week and a Reminder About China

Postcards: Where Bad News is GREAT News (And Worse Journalism is Rewarded)

Postcards: Don't Bring These to the Breakfast Table

Republic Risk: December Model Portfolios as Powell Kicks Off Friday Trading

Postcards: This Headline Means Nothing...

Republic Risk: Three Cheers for Lower (Yet Higher) Inflation!

Postcards: Congress Covers Its Ass on Inflation Again (Plus The Russell Tests Its 200 SMA)

Republic Risk: Can the Russell Crack Higher on Blowout Q3 GDP?

Postcards: Why We Don't Fire Buckshot at Cacti... or Recklessly Buy Long Calls

Republic Risk: Profit Taking Continues… While The Fed's QT Fails

Postcards: What Would You Do In This Scenario? (Covid Edition)

Republic Risk: Inflation Week Begins

Postcards: Holy Inflation... and the Week Ahead

Postcards: An Escape From MD, A Religious Revival, and Three Reversion Momentum Plays

Republic Risk: A Short Day with Tech/Retail In Focus

Postcards: Before Your Family Arrives for Dinner...

Postcards: Electricity Vampires and The Future of Streaming

Republic Risk: Low Volumes Ahead of Turkey Day

Postcards: Two Random "Buys" Around Warren Buffett

Republic Risk: Minutes

Postcards: Naps, My Love

Republic Risk: A Collapse in Insider Buying

Postcards: But What About Tim? (And the Week Ahead)

Savage Beating, Economic Vikings and College Football

Postcards: Pothole Policy and America's Energy Future (Part 2)

Postcards: Pothole Policy and America's Energy Future (Pt. 1)

Republic Risk: Quantifying The Market Before Turkey Week

Postcards: What I Should Have Dressed as For Halloween

Republic Risk: Postcards from San Francisco... and a Housing Stock Back on the Radar

Postcards: What Tim and I Would Discuss Next Thursday

Republic Risk: The Narrative Shifts Back to “Soft Landing” - Green Signals

Postcards: The Rise of Wall Street South

RR: CPI Surprise and a Favorite Energy Stock Sees Strong Insider Buying

Postcards: Christmas Tree Decorating While Eyeing Permian Stocks

RR: Real Estate Woes Accelerate

Postcards: The End of My Lacrosse Career

Postcards: Find Your Dive Bar

Republic Risk: "And Totally Redeem Yourself"

Postcards: Maybe Biden Isn't Running?

Postcards: You BET I'm Fun at Parties

RR: Revisiting The Oil Counter Narrative…

Postcards from King “Hat” III

Republic Risk: Trucking Canary or Opportunity?

Postcards: Dumpster Diving in Santiago, Chile

Republic Risk: All Systems Go? And Buffett's Message to Markets

Postcards: Red Meat, Blue Crabs, and Republic Speak on Disney Earnings

Postcards: How to Trade a Seven Hour Flight Delay

Republic Risk: Reliving 2018?

Postcards: Mr. Bill Buys Some Banks

Republic Risk: All Eyes on Apple and October Jobs Numbers

Postcards: There's Always Money in the Midstream

Republic Risk: The Bond Issuance Explosion

Postcards: Why Is Pepsi Trading at 27 Times Earnings?

Republic Risk Letter: Spooky Times at the Treasury

Postcards: Cornering the Frozen Orange Juice Market

Republic Risk: Into Correction Territory We Go

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

Postcards: Doesn't This Feel Familiar (Republic Speak for the Week Ahead)

Postcards: From the People Who Brought You the Food Pyramid

Republic Risk: Inflation Worries Continue

Postcards: When Will the Activists Feast?

Republic Risk: Buffett's New "Buy" Zone

Postcards: Die Zombie! (AKA, "Why Does This Public Company Exist?")

Republic Risk Letter: Inflation (A Love Story)

Postcards: The Market's Most Underrated Metric

Republic Risk Letter: Energy Selloff or Capital Rotation?

Postcards: Three Easy Ways to Lose Money in the Markets

Republic Risk: Here Come the Bears...

Postcards: The Next Fed Chair, The Smell of Pepper, The Week Ahead (And 5% Rates)

Postcards: The Next Fed Chair, The Smell of Pepper, and The Week Ahead

Postcards: Higher for Longer... UST-10Y to 5.25?

Republic Risk: Breaching 5%

Postcards: Meet My Friend "Price Discovery"

Republic Risk: On the Brink

Postcards: Janet Yellen's Falling Knife

Republic Risk Letter: Volatility Rises as the 10-Year Screams Higher

Postcards: Plenty of Money?

Republic Risk: Back on "Board" (Update)

Republic Risk: The Devil's Bargain

Postcards: Banana Republics and An Obvious Case of “Oniomania”

Republic Risk: Welcome to the Dual-Financial Crisis

Postcards: When the Levy Breaks...

Postcards: Financial Scams and Republic Speak

Postcards: The Groundhog Lies Again

Republic Risk Letter: Wipeout

Postcards: "Undependable" Collateral and the Cost of Living Crisis

Republic Risk Letter: An Alligator on a Surf Board

Postcards: The Bailout Drumbeat Begins

Republic Risk Letter: The IMF Calls the West's Number (And Inflation Runs Hot)

Postcards: Flight to Safety in a "Small World."

Republic Risk Letter: China Easing?

Postcards: Cross Country Weather (And Risk)

Republic Risk Letter: Day One

Postcards: If They Don't Win, It's A Shame

Postcards: First Pitch, Bad Shoes, and a Busy Week Ahead

Postcards: That A-Ha Moment (We're Live Early)

Postcards: When They Write About This Crisis

Postcards: It Already Happened

Postcards: Republic Risk Letter

Postcards: The Only Voice That Matters This Week

Postcards: Other Peoples' Kids, Icebreaker Stocks, and the Fed Comedy

Postcards: Knock The Cover Off the Ball (With These Investments)

Postcards: Here’s What Happens When I Ask Hard Questions

Postcards: S#*t Your Realtor Says

Postcards: It's 2 O'Clock Somewhere

Postcards: She's the One

Postcards: What About Bob?

Postcards: The Source of All Our Problems… and Opportunities

Postcards: Where the Sidewalk Ends... the Truth About Warren Buffett... and the Week Ahead

Postcards: Will the Fed Bankrupt the Tooth Fairy?

Postcards: Tell Your Wife These Three Little Words

Postcards: Captured By Vines and Regulators

This One “Weird Trick” is BS and Nonsensical

Postcards: Dogs That Are Fluent in Spanish for $200, Alex.

Postcards: Oh Lord... Please

Postcards: Yes, Hun... I Am Thinking About the Roman Empire

Right Place, Right Time, True Love

Postcards: This Is My Biggest Economic Fear

The Green Tragedy... And Red Momentum after CPI

Postcards: The Oil Counter-narrative

Postcards: Tales from Nextdoor and the Naples “Mom Page”

Postcards: Take A "Fantasy Break" and Make Some Actual Money This Weekend...

Postcards: Mark It "Zero"... The Roof of the World... and the Week Ahead

Postcards: You'll Want to Take the Stairs After This...

Postcards: The Worst Trade I've Ever Made

Postcards: Free Insurance on a Burning House and Crushed SUV

Postcards: Here’s the Best "Dad-Approved" Oil Trade Right Now

Postcards: The Only Man Who Will Ever Grace the Florida Republic Flag

Postcards: Beware These Monsters... Buy These Stocks Instead

Postcards: Boats, Beaches, Bars & BRICS

Postcards: Why the Coast Guard Can’t Sleep

Insider Buying: How to Make a Good Thing Even Better

Postcards: The Saudis Brought a Knife to a Bond Party

Postcards: A Religious Revival Aboard Southwest Flight 2578

Postcards: A Surprise Twist Emerges with Momentum

Postcards: Crab Cakes and Volatility

Postcards: The Weather is Here, I Wish You Were Beautiful

SL: Elon Shrugged (and I Moved to Cash)

Postcards: No One's Coming to Save Us

Even Jerome Powell Can’t Explain Inflation...

Postcards: Hemingway Was Right About America (Turns Out He Had Paul Krugman Figured Out, Too)

Postcards: Trying to Reason with Hurricane Season

Postcards: Please, Just Go to Sleep...

Postcards: How I Learned to Stop Worrying and Love the "Bailout"

Beyond Meat: Everything Wrong With the Stock Market in One Inedible Brand

What The Hell Are You Talking About?

The Great "Decluttering" of 2023

I Told You...

Postcards: Everyone's Lining Up to Bet Against the Nasdaq (They Must Be Following Momentum)

Postcards: If The Selloff Accelerates... Only One Chart Matters (Or: How the Markets REALLY Work after 2010)

Postcards: Called That Selloff… What About the Week Ahead?

This Just Kills Our Standard of Living...

Postcards (Part Deux): Cut to the Chase - Momentum is Red

Postcards: There’s Extreme Risk and Reward on the Roof of the World

The Best Stock Traders in Congress Win (Big) Again!

Postcards: Six Rules for Negative Momentum

Chicken is a Scary Economic Indicator Right Now

Postcards: My Daughter Understands Inflation Better than Elizabeth Warren

Postcards: Get Some Sleep (Before the Week Ahead)

"10:07 on the Dot"... And The Lawyers Get Rich Again While You Hunt for Gasoline in a Robe (Plus Fan Mail?)

Jim Cramer, A Love Letter

Postcards: I Learned How to Handle the Fed in a Chicago Bar

Everyone, Everywhere, "Now and Expert" on U.S. Credit Ratings

Slumlords in Suits. Meet Your New Neighbor.

Postcards: An URGENT Morning Briefing (Before Apple Earnings)

Postcards: Would You Invest in the American Government if It Traded as a Public Company? (Part II)

Postcards: Would You Invest in the American Government if It Traded as a Public Company? (Part I)

Postcards: Bald Eagles Dropping Sharks Onto Enemy Boats

Postcards: Bull in a China (E-Commerce) Shop

Postcards: Boca, Business, and The View...

Postcards: You're Welcome?

Why You Need to Trade at 2:37 PM Tomorrow

Because You Missed Squawk Box

The Teenage Mutant Ninja Turtles Are Your First Warning

Avoid This Energy Stock, and How To Make a Refreshing Summer Cocktail Call a "Long Drink"

My Dogs are Hiding Under The Bed Before the Fed Rate Hike

This Chart Says Everything

Building Wealth Like a Beltway Insider

Calvinball in Native Americans' Backyard

Prepare for More Stupidity at the Gas Pump

Uncle Sam to Hand Us a 13% Winner?

Opting Out of a "Woke" Economy (And Putting Your Money First)

Before the Great Nasdaq Rebalance (Do This)

Postcards: “The System Is Broken” Say the Bureaucrats That Broke It

What I Asked Steve Forbes Today

Three Things I Learned While Eating Spaghetti in Memphis

This is Why the Market Keeps Running Higher (While Shorts Take a Bath)

And You Thought Oil Came from Dinosaurs?

Taking a Chomp Out of the June Jobs Report

Just an Alligator in a Tuxedo Counting Money Before Earnings Season (Nothing to See Here)

Lawyers and Lizards in the Permian Basin

Fair Warning... The Central Banks are Running Out of Bullets on Inflation

These Critical Investors Aren't Buying

An Obscure French Concept Is Screwing Up Markets and Ruining the Country

Each Time They Blame Inflation On Something Other Than the Money Supply... Drink!

Happy Fourth of July

The Inflationary Force at the Center of a Netflix TV Show

Double-Digit Profits on the Roof of the World

Postcards: I-95 Traffic Won't Stop This Weekly Ritual

A Sovereign Wealth Model for the Florida Republic

Postcards: Thanks, Uncle Warren

What Inflation and Car Accidents Have in Common

There’s a Huge “Green Transition” Problem the So-Called Experts Just Don’t Understand

The BIS Just Called BS On Yellen, Powell, Lagarde, and More. We Printed Too Much Money

Artificial Intelligence 101 for Baffled and Bemused Investors

Inflation Could Heat Up More... And Drive Profit Margins Higher During Earnings...

Everyone Now an Expert on Russia... Everyone.

Momentum Is Likely Heading Red Soon (What to Do Now)

Fear and Loathing on the I-95 Corridor

One Last Stealth AI Stock... and Then I'll Leave You Alone

This Isn't Old Macdonald’s Farm ... E-I... "A.I"... Oh!

The Blue-Collar AI Potential

Six Rules for Negative Momentum

The Smartest Move I Ever Made in the Oil Markets Was Walking Out on These Two Guys…

The Amount of Metals Coming Out of the Ground Will Be Seismic And Big Money for Your Portfolio

Mom, That UN Guy Is at the Front Door, Ranting About Oil Companies Again...

The Best Investment I Ever Made

Postcards: A Crazy Chart… And Specific Moves to Make Today

Strangling the American Dream… One FOMC Meeting at a Time

Postcards: A 7.5% Dividend Without a Tax Headache... It's Hiding Under This "Bridge"

Insider Buys on These Three Stocks Support A Different Narrative (June 13)

NPR Confirms Our Oil Strategy Will Mint Money in 2023 and 2024

The Most Profitable Oil Opportunity In the World... is Right Here.

America’s Costliest Disasters Are 100% Manmade

Invest in America and Buy Puts Before the Fed Meeting

nancy pelosi sold $1 million in apple stock... probably nothing, right?

postcards: finishing my drink with Tim Melvin, Ben Graham, and Joseph Piotroski

postcards: somewhere over france i'm trying to make sense of the san francisco real estate market...

So, now we buy all the oil?

Meet Joe and Ben... The Best Way to Make Money With Patience...

Welcome to the Jill Biden National Marble Run and Hiking Trail… Brought to You by Pfizer and JPMorgan Chase… (June 3, 2023)

postcards: taking gains ahead of OPEC, the ticking time-bomb of debt, and future productivity losses...

postcards: swiss lakes, fake debt drama, opec media blackouts, and a safer way to short nvda.

postcards - a debt deal, rate hike speculations, and trying to nap on a Swiss cherry farm.

A 30,000 Foot View from Somewhere Over Halifax (May 29, 2023)

Postcards: The Angry Sea God of Money (May 28, 2023)

A Macro Bear Clown Goes to Switzerland

Postcards: Is the Federal Reserve Broke?

Postcards: NVIDIA, Artificial Intelligence, Buzzword. SEO Term. Buzzword. NVIDIA (5/25)

Postcards: Oil Shorts Face a Bit of "Ouching"

Wealth Alert: Jamie Dimon Eyes Up to 7% Interest Rates...

The Ultimate Reading List for Momentum Traders and Investors

Postcards: What Are Insiders Buying In May?

A $1 Million Insider CEO Buy With a 10% Yield (Yes, Please)

Postcards from the Florida Republic - TIO, NAIL, AAPL, MSFT, ALB, FL.

Postcards from the Florida Republic - NC, TIO, NAIL, XHB, AAPL, MSFT, and NVDA

Check Out This Neat (Government) Math Trick

Postcards: Does Yesterday's Date Sound Familiar?

Postcards - Want to Buy a Stock With Half Google's Market Cap, 14% of PE, But No Growth?

Robots Might Kill Us All, But It Will Be Profitable Along the Way

Postcards - Schwab's Headfake, Buffett's OXY Trade, and AMZN Spies on Your Kids, May 18

Sorry Fed, the Recession Odds are Now 99%

Postcards From The Florida Republic (May 17, 2023)

Postcards from the Florida Republic, May 16, 2023

Postcards - What Killed SVB Capital?, May 15

Fractional Reserve Lending for Beginners

The Power of Apple Stock in 2023

The No. 1 Warren Buffett Trade On Earth

How Does a Short Squeeze Work?

postcards... may 7, 2023