Postcards from the Florida Republic

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Republic Risk: All Systems Go? And Buffett's Message to Markets
 • Garrett Baldwin
Republic Risk: A Short Day with Tech/Retail In Focus
 • Garrett Baldwin
Republic Risk: Profit Taking Continues… While The Fed's QT Fails
 • Garrett Baldwin
2
RR: Revisiting The Oil Counter Narrative…
 • Garrett Baldwin
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Postcards: My 2024 Forecast (Ten Predictions)
We welcome a possible addition to the Florida Republic's limited government, and I explain why I just can't get behind a Bitcoin ETF. Plus, 10…
 • 
Garrett Baldwin
2
Postcards: Does Anyone in American Media Understand Inflation?
Another media outlet fell over itself to confuse cause and effect regarding inflation. Also, why do Washington Post writers want higher pay? You get…
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Garrett Baldwin
2
Republic Risk: Alarm Bells on American Balance Sheets
A little-followed financial metric outside of academia is signaling a four-alarm fire brewing on balance sheets across the country. Is anyone listening…
 • 
Garrett Baldwin
Postcards: Elf on the Oil Shelf
With my wife sick, I now need to come up with an idea for this ridiculous elf that has troubled me this Holiday season. Meanwhile, we're watching the…
 • 
Garrett Baldwin
Republic Risk: When Will Oil Bottom Out?
It's time for the U.S. government to start buying crude to refill the SPR. That will act as a nice boost for GDP.
 • 
Garrett Baldwin
Postcards: The Best Sandwich of All Time
Quality matters. Here's how to find it.
 • 
Garrett Baldwin
Republic Risk: Let's Talk Cheap, Beaten Down Stocks
It's hard to find value in a market where the S&P 500 is trading at nosebleed multiples. But a contrarian investor can tap into value in places that no…
 • 
Garrett Baldwin
3
Postcards: Nintendo Switch or Berkshire Stock?
We're 20 days from Christmas and seven days from my daughter's birthday. Decisions need to be made on presents.
 • 
Garrett Baldwin
5
Republic Risk: Pausing After a Five-Week Run
Markets are taking a pause, while Bitcoin pushes above $42,000. The biggest threat for the markets now is the prospect of valuation compression.
 • 
Garrett Baldwin
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Postcards from the Florida Republic
Postcards from the Florida Republic
Contrarian. Tactical. Floridian. A deep daily dive into momentum, sector strength, value, and insider buying. The daily "Postcards" letter is free. The "daily" Republic Risk letter is paid.
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