Postcards: The Things You Can't Unsee in the Market
Dear Fellow Expat:
Welcome to a very special edition of State of the Republic.
It‘s been a while since I’ve been on air.
As many of you know, I moved to Maryland in May from Florida.
I sold my land. I came here to build a business. I’ve been here for a couple of months.
And I'll be candid with you.
I feel like I was brought up here to sit on a bench and give others my ideas to run them under their name.
I've gotten to a point where I said, “I'm tired of doing this to myself.”
I did this for a decade elsewhere. I don’t want to do this anymore.
So I'm getting off the bench (even without permission) and starting to swing the bat.
I'll start TODAY by talking to you about my worldview.
I’m giving this research away.
I’m just explaining to you what we think about the markets.
I'm not selling you anything. I'm not asking you to purchase anything.
This is 16 years of my life, presented on SubStack.
And it will change the way you think about markets, the media, and your leaders forever.