Postcards: Trade Buffett (Again) and The Week Ahead

Republicly speaking, we must prepare ourselves for a stronger U.S. dollar, higher for longer, and worry about wage growth and services inflation. Plus... a major warning sign with NVIDIA right now.

Dear Fellow Expat:

Away we go again.

Another Federal Reserve meeting…

Another massive short position from hedge funds…

And never-ending questions about the reliability of government data.

We have a busy week ahead…

Today, we urgently discuss the market state of affairs (it’s your money)… and revisit one of the most reliable trades of the last three years.

But first…

The Kid’s Taking to Maryland?

As a child, my father once took me to get Baby Back Ribs on a torn ACL.

I was six years old. We were sledding that day, and he hurt himself. Before going to the hospital, he still took us to the Corner Stable in Cockeysville, MD.

This restaurant holds a special place in my heart.

So, after a trip with my daughter at the gym pool’s family swim, we extended the generational story and got those ribs. I was largely intact.

Not much has changed in the restaurant except for the lighting.

The recipe was great, as always. I can say the same for almost everything around this town—except there was Radioshac…