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Good evening: It took me two days to push through the academic reports that had lived rent-free in my head for 13 years… but this feels like this is starting to get into thesis defense… I was listening to Capital Flows talk about the “Impossible Trinity” the other day… or the Mundell-Fleming Model… and all I could think about was a speech in 2013 that had 1) challenged it… and 2) reminded me just how absurd all of this really is… This is one of those fuzzy areas that is easy to screw up a term or a word or get one thing wrong and suddenly someone comes off the top robe from Yale… and they say… “Well… actually…” But my hope is that it just spurs a discussion… Because this AI rally really isn’t about AI… it’s not about bulls or bears… It’s not about any politician. It’s deeper… and almost… dumber. It’s about a system that is so incredibly flush with capital that has nowhere to go across many borders that it has chosen one concentrated bet… This will go directionally one way… very fast… As I explain in the video below…
And then… well… that’s what we have to prepare for… the inevitable. Credit is facing much more stress than people realize… as China’s credit system is under pressure… and there’s something brewing. For now… ride the momentum… the liquidity… and the flows. Pay close attention to our signals over at Money Printer Pro… This will continue to be a very hated rally. But let’s at least understand WHY this rally exists. Same story over and over again… just increasingly more technical and academic. I hope you learn something… and I hope we continue to drill down into this… Stay positive… Garrett Baldwin About Me and the Money Printer Me and the Money Printer is a daily publication covering the financial markets through three critical equations. We track liquidity (money in the financial system), momentum (where money is moving in the system), and insider buying (where Smart Money at companies is moving their money). Combining these elements with a deep understanding of central banking and how the global system works has allowed us to navigate financial cycles and boost our probability of success as investors and traders. This insight is based on roughly 17 years of intensive academic work at four universities, extensive collaboration with market experts, and the joy of trial and error in research. You can take a free look at our worldview and thesis right here. Disclaimer Nothing in this email should be considered personalized financial advice. While we may answer your general customer questions, we are not licensed under securities laws to guide your investment situation. Do not consider any communication between you and Florida Republic employees as financial advice. The communication in this letter is for information and educational purposes unless otherwise strictly worded as a recommendation. Model portfolios are tracked to showcase a variety of academic, fundamental, and technical tools, and insight is provided to help readers gain knowledge and experience. Readers should not trade if they cannot handle a loss and should not trade more than they can afford to lose. There are large amounts of risk in the equity markets. Consider consulting with a professional before making decisions with your money.
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