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The Saudis Brought a Knife to a Bond Party

Dear Fellow Expat, The race against the clock to beat Hurricane Idalia was beyond anticlimactic. My flight change paid off as the 7 p.m. flight was canceled. But if you were looking for an action film about a Florida man against nature… This wasn’t it. More on that in a moment. For now, I want […]

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A Religious Revival Aboard Southwest Flight 2578

Dear Fellow Expat, Southwest Airlines (LUV) flights from Baltimore to Ft. Myers offer the wildest religious experiences you could witness. You’ll become a believer… During preboarding on these Southwest flights, between 20 to 25 (largely retiree) passengers sit in wheelchairs and wait to board along the wall. Before general boarding, gate agents wheel pre-boarders down the […]

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Here's How To Deliver Consistent Returns With A Higher Success Rate

Success in trading and investing rests on three critical pillars: a sharp understanding of market mechanics, an appreciation of the role of probabilities, and, not least, a strong handle on risk management. That last one can be… challenging, to put it politely. Consider what happens when you're buying a call option… Here, you're essentially signing […]

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

Postcards from the florida republic An independent and profitable state of mind.     The Wall Street Journal warns that China could soon face its “Lehman Brothers moment.” It’s a call back to the defining moment of the 2008 Financial Crisis. That “moment” was the long-expected collapse of one of Wall Street’s oldest and most-connected banks. The […]

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Keep Momentum Simple (Stupid)

Postcards from the florida republic An independent and profitable state of mind.     The emails trickled in one at a time… Then the phone calls started. A business-school friend – with an MBA and decades of executive experience… A financial publisher who’d edited newsletters for 30 years… A bartender in Washington D.C., A relative […]

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14 Billion Reasons to Bet On a Green Transition

Global mergers and acquisitions (M&A) activity has hit 10-year lows… but that wouldn't faze you if you were only watching the energy sector. It's as if the Permian Basin, the crown jewel of U.S. energy production, is a world unto itself, and dealmaking never died there. Deals are being announced left and right, from Permian Resources (PR) […]

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