Dear Fellow Expat: You know what I really like? Other people's kids. My daughter's schoolmate had a birthday party. The theme was dinosaurs. There was a dino cake, a dino waterslide, and many other toys and treats – all things Paleo era. Of course, I was cornered by a mystery eight-year-old who insisted I learn […]
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Stocks
Postcards: The Only Voice That Matters This Week
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Dear Fellow Expat: Two weeks ago, I wrote my most important column of the year. I didn't think much about it then. I suggested that oil stocks might sell off due to overbought conditions. And then… it happened today. Everyone is clinging to the Fed speeches this week. What will they say about interest rates? […]
It's Two O'clock Somewhere
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Dear Fellow Expat: In the Florida Republic, Two O'clock quickly becomes Five O'clock as the season returns. The humidity is still somewhere between "melting" and "soaking". But that will soon pass – as October gives way to somewhat more reasonable temperatures. The snowbirds are starting to fill up the bars. It's competitive at 3 p.m. […]
Rapid Intensification
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The most difficult subjects can be explained to the most slow-witted man if he has not formed any idea of them already; but the simplest thing cannot be made clear to the most intelligent man if he is firmly persuaded that he knows already, without a shadow of doubt, what is laid before him. — […]
Tesla’s (Driverless) Route to Dominance?
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There’s an old saying in Tennessee – I know it’s in Texas, probably in Tennessee – fool me once, shame on… shame on you. Fool me – you can’t get fooled again. -George W. Bush In 2016, Elon Musk promised every Tesla (TSLA) shipped would “have the hardware needed for full self-driving capability at a […]
Mark It "Zero"... The Roof of the World... and the Week Ahead
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Dear Fellow Expat: Let’s pick up where we left off last Friday. Russia is working overtime to pump crude oil and natural out of ports in the Arctic Circle. It’s a workaround as Western sanctions crank down on Russia and its energy firms and politicians in Moscow. Think of it as Prohibition… But to get […]
Here’s the Dad-Approved Best Oil Trade Right Now
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Dear Fellow Expat, My father taught me five things when I turned five years old. How to keep score at a baseball game (scorecard) How to read a baseball box score (hits/at bats) How to read the McCormick & Co. (MCK) stock quote in the Baltimore Sun. How to pour a vodka, club soda, and […]
The Stocks I'm Watching as Florida's "Season" Begins
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Dear Fellow Expat, In the shadows of the Florida night, a disturbing presence – unnoticed by most slithered down U.S. Route 41 – Tamiami Trail. This was no ordinary vehicle; it was a monstrous, steel Goliath. This unholy contraption carved asphalt arteries with an insatiable hunger, eager to bring terror to an unsuspecting beach town. […]
Boats, Beaches, Bars & BRICS
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Dear Fellow Expat, Fifteen seconds after I awoke this morning, these lyrics randomly passed through my mind. I am umbilically connected to the temperate zone It brought me life; it brought me love I never have outgrown Brought me one too many nights along that Biscayne shore And one too many mornings in the Grove […]
Chart of the Day: The Jobs Day Letdown for Everyone
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It’s jobs day! There are several vital government data releases the Federal Reserve and the markets watch like a hawk (or a dove) each month. And one of those is U.S. nonfarm payrolls, which we'll receive in roughly 60 minutes. Unfortunately, this is a lose-lose scenario. You see, when it comes to the Fed, the […]
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