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Garrett Baldwin

Commentary

Notes from the Florida Republic: The Issue (No. 4) with Elon Musk and Our Citizenship Test

Commentary |

Garrett Baldwin |

March 1, 2021

People ask me (Garrett Baldwin) all the time why I don’t invest in Tesla for the long term.  A few reasons…  They’re pretty obvious, even if you’ve taken down a bottle of McCallan on a Tuesday morning.  It’s trading as…

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Commentary

Postcards from the Florida Republic: Part III

Commentary |

Garrett Baldwin |

February 19, 2021

As I’ve said before, the Florida Republic is a basic effort to stabilize after Washington forgets we exist (and vote).

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Commentary

Things are Shaping Up on Our First “Black Swan” Trade

Commentary |

Garrett Baldwin |

September 24, 2020

Earlier this week, I laid out a perfect example of what most people refer to as a “Black Swan” trade. Part I: The Trade (no, you’re not too late)Part II: Emerging advantages Now, I intend to give you my original…

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Commentary

So… The Dollar Is Gaining Momentum

Commentary |

Garrett Baldwin |

September 23, 2020

As I noted on Monday, the world has been betting against the U.S. Dollar.  This chart by Ahmed Saqib says it all. The breakdown of the Commitment of Traders Report from the end of August shows that hedge funds had…

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Commentary

Nobody Expects the U.S. Dollar to Do This

Commentary |

Garrett Baldwin |

September 21, 2020

Momentum gauges go negative… safe-haven currencies in trouble… election concerns… and a short-term swan trade on the dollar. With the Dow off 800 points on Monday, people continue to speculate that the Federal Reserve will load up its cannons and…

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Commentary

It’s All Downhill From Here…

Commentary |

Garrett Baldwin |

September 4, 2020

Yesterday’s slump… The Merrill Lynch disaster… Intelsat (INTEQ) buying Gogo (GOGO)… the NYC debate continues… and postcards from the Florida Republic. It was a wild Thursday of trading, wasn’t it?  The Dow Jones shed 807 points yesterday. The Nasdaq slumped…

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Commentary

Postcards from the Florida Republic: Part II

Commentary |

Garrett Baldwin |

August 21, 2020

The dollar dilemma… skin in the game… the Democratic National Convention (DNC) drama… and departures from the Old Union. I took a little heat from some friends of mine after I said I’d be willing to leave the country if…

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