Dear Fellow Expat, If nothing else, the hurricane gods have a sense of humor. I'd planned a trip to Baltimore this month… and now I'm in a pickle. Another storm is fast approaching the Florida Republic. I've bumped tomorrow's flight up from 7 PM to 10:15 AM. I hope I can beat the wind and […]
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Elon Shrugged (and I Moved to Cash)
Dear Fellow Expat, With momentum negative, it’s a good day for a haircut, a tall drink, and a trip to the beach with a great friend from college. In the world of writing, we're advocates of this idea called the “Power of One.” You write about one specific issue. But today is not the day […]
Here’s Why No One Is Coming to Save Us
Dear Fellow Expat, Fort Myers Beach sits five miles from my home. Last year, the beach town suffered a direct hit from Hurricane Ian. A nine-foot wall of sea pushed through the entire area, wiping out buildings, taking innocent lives. And even now, it’s fueling a desperate sale of property on one of the most […]
“Bring Me a Fire Truck” – Steve Winwood And Our Week Ahead
Postcards from the florida republic An independent and profitable state of mind. My daughter is driving me insane… She has been singing “I’m Still Standing” by Elton John since Thursday. But only the chorus… on repeat. And when she isn’t singing that song… She’s singing Steve Winwood’s 1986 hit “Higher Love” – but only […]
A Quick Reminder Amid Today's Change in Momentum
Postcards from the florida republic An independent and profitable state of mind. Two days ago, I commented on how to trade negative momentum. Today, an incredible rate of change reading put us squarely into that territory. I said the need to start hedging a few days ago after the MACD turned negative and early […]
Why This Downgrade is a “Buy, Buy, Buy!”
The United States lives (or dies) by its outstanding credit rating. It must be that way, given it’s running a $1.5 trillion deficit this year alone. In practice, that creditworthiness is secured by the world’s largest, most dynamic economy, undergirded by the rule of law…and the government’s ability to print truckloads of the world’s premier […]
Chart of the Day: The Truth Behind the Hiring Surge
On Wednesday morning, the markets were stunned… But it had nothing to do with the Fitch downgrade of U.S. debt. It had to do with jobs. For the second consecutive month, ADP hiring soared past expectations. Private employers added 324,000 Americans to payrolls, nearly double the 175,000 economists anticipated. On Friday, U.S. nonfarm payrolls are […]
The Earnings and Events to Watch the Week of July 31
postcards from the florida republic: An independent and profitable state of mind. At the pub this week, we got word of two Florida fishermen who caught a small shark. But… As they pulled the first catch of the day closer to the boat, a jealous thief decided to swoop in and snatch the prize… The […]
In Finding Where Twitter Is Buried... "X" Marks the Spot
Given that it’s earnings season, let’s run through a quick exercise. Company A produced $88 million less in advertising revenue in the first four months of this year than the year prior. Company A relies on advertising to account for 90% of its total revenue. Our conclusion: Company A needs to make some drastic operational […]
These 3 AI Stocks Report This Week... What to Know
Two words can sum up the reason for 2023's monster returns: artificial intelligence (AI). Of course, corporations are taking note…, and every company is trying to figure out a way to thread AI into its business plan (or at the very least, an investor presentation). In fact, in March, first-quarter earnings calls saw mentions of […]