Sitemap - 2023 - Me and the Money Printer
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
Postcards: The One and Only Tim Melvin
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"
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
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: 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
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…
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
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?
Postcards: Meet My Friend "Price Discovery"
Postcards: Janet Yellen's Falling Knife
Republic Risk Letter: Volatility Rises as the 10-Year Screams Higher
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
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)
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: 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: 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
Postcards: Everyone's Lining Up to Bet Against the Nasdaq (They Must Be Following Momentum)
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)
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...
Why You Need to Trade at 2:37 PM Tomorrow
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
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!
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!
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...
Meet Joe and Ben... The Best Way to Make Money With Patience...
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