Postcards from the Florida Republic

Home
Notes
Chat
Florida Republic Podcast
Trading Strategies
Investing Strategies
Republic Risk Letter
Leaderboard
About
Postcards: What Burry... Bought
It's 13D season, so we're looking for surprises from hedge fund manager and crisis prognosticator Michael Burry.
 • 
Garrett Baldwin
Most Popular
View all
Postcards: Merry Christmas from the Florida Republic
 • Garrett Baldwin
2
Postcards: Steak Lunch and Oil Stocks
 • Garrett Baldwin
Postcards: The Line in the Sand
 • Garrett Baldwin
3
Postcards: What I Told The Founders...
 • Garrett Baldwin
Republic Risk: Ardmore Up 55%, Wave Portfolio Up 870 Basis Points Over Average S&P Stock
We discuss record stocks, shipping success, and what's now on our Watch List.
 • 
Garrett Baldwin
4
Postcards: Punxsutawney Paul Strikes Again
It's just another day in a world where liquidity is rising and markets are shrugging off the inflation narrative ... again.
 • 
Garrett Baldwin
1
Republic Risk: CPI Joy and Copper Hits New Highs
Well, the markets are getting really optimistic about inflation again. Let's play that game for the 10th time over the last two years as we move toward…
 • 
Garrett Baldwin
3
Postcards: I Asked ChatGPT to Impersonate The White House and Convince Me "Stagflation is Good." It Nailed It.
Let's just do ourselves a favor and address these arguments before someone like Jen Psaki starts making them on MSNBC this fall.
 • 
Garrett Baldwin
1
Republic Risk: Trade Wars, Game Stop, and Hot Inflation
GREEN on the S&P 500 and GREEN on the Russell 2000 The Producer Price Index (PPI) came in way hotter than expected, raising the prospect of Zombie…
 • 
Garrett Baldwin
2
Postcards: Stagflation and the Death of Money
Americans are no longer worried about a mouse eating away at their cheese. They're worried about the beast devouring the life savings as monetary…
 • 
Garrett Baldwin
Republic Risk: An Update on Gravity and Our Outlook This Week
Our May pick surged 12% on Friday.
 • 
Garrett Baldwin
1
Republic Risk: There's Always Money in the Midstream (May Report)
Good afternoon, Founders. Here's the report on the Midstream that we promised.
 • 
Garrett Baldwin
Postcards: Gravity Isn't Bringing Us Down (Republic Speak)
It seems that Captain Jay doesn't want Deion Sanders on the Florida Republic flag... I suppose we'll have to ask President Elsie what she thinks...
 • 
Garrett Baldwin
5
Postcards from the Florida Republic
Postcards from the Florida Republic
Contrarian. Tactical. Floridian. (There's Truth in These Fat Tails) 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.
Recommendations
View all 17
Doomberg
Doomberg
Doomberg
Profstonge Weekly
Profstonge Weekly
Peter St Onge
AlphaPicks on Wall Street
AlphaPicks on Wall Street
AlphaPicks
Gary’s Substack
Gary’s Substack
Gary Mersham
Capital Wars
Capital Wars
Michael Howell

Postcards from the Florida Republic

AboutArchiveRecommendationsSitemap
© 2024 Garrett Baldwin
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture