Postcards from the Florida Republic (May 31)

Dear Old Friend, “I suspect the jet lag has passed.” Shall I regret these words as I start a beautiful day. I’m writing from an old farmer’s...

Strong Housing Market, AI Rally and Sticky Inflation

Stocks lost steam on Tuesday after a rally driven by the artificial-intelligence hype drove the market to its highest since August 2022.During the...

postcards from the florida republic - may 30

postcards from the florida republic what you missed, what I’m watching, and what’s investable today tuesday, may 30, 2023 Dear Old Friend,...

Debt-Ceiling Deal, Consumer Spending and the Fed

The debt-ceiling negotiations are front of mind for most people (that..and probably AI stocks), but don’t expect too much of a reaction to the...

Postcards from the Florida Republic (May 29)

from the desk of garrett baldwin (@floridarepcap) Dear Old Friend, We are off to Switzerland. I planned this vacation after I burned out a few months...

postcards from the florida republic - may 28

postcards from the florida republic what you missed, what I’m watching, and what’s investable now sunday, may 28, 2023 Dear Old Friend, And on...

postcards from the florida republic - may 27

postcards from the florida republic what you missed, what I’m watching, and what’s investable now saturday, may 27, 2023   Dear Old Friend,...

postcards from the florida republic - may 26

postcards from the florida republic what you missed, what I’m watching, and what’s investable now friday, may 26, 2023 Dear Old Friend, The...

Tech Stocks Recapture their Old Mojo as Important Numbers Emerge

U.S Stocks ended mixed on Thursday, with tech stocks leading the way.Nvidia Corp.(NVDA) soared 24%, now sitting squarely as the 5th largest public...

Futures Rally on Nvidia Despite Fed Minutes and Debt Ceiling Worries

U.S.stocks fell for the second day in a row as negotiations over raising the debt ceiling continue to weigh on sentiment.The Dow Jones fell over 200...

postcards from the florida republic - may 25

postcards from the florida republic thursday, may 25, 2023 Dear Old Friend, We’re a week from the so-called X date (aka the default bluff) of the...

postcards from the florida republic - may 24

postcards from the florida republic Wednesday, May 24, 2023 Dear Old Friend, The locals arrive today to replace a 20th-century farm fence. At their...

postcards from the florida republic - tuesday, may 23

postcards from the florida republic tuesday, may 23, 2023 Dear Old Friend, It’s another fine day by the Gulf of Mexico. Insider Buying Is Warming...

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