You are a free subscriber to Me and the Money Printer. To upgrade to paid and receive the daily Capital Wave Report - which features our Red-Green market signals, subscribe here. Can You Hear Me in the Back?This latest event tells us everything we need to know about markets. They don't run on fundamentals... they run on financialization.
Dear Fellow Traveler: Well… this was quite a day. We’re back near all-time highs, and no one has blinked at the idea of nuclear war. I’m not going to take up much of your time right now. I’m just going to tell you… over and over again… that this is a market that runs on financialization. As I’ve said… it all comes down to the amount of capital in the system and the amount of risk investors are willing to take at any given moment (and remember… risk… chases risk). Michael Howell’s global liquidity versus the Global MSCI Index is quite amazing.
This is NOT a market running on fundamentals, earnings, or any real growth. It’s just money… lots of it… sloshing around. Since 2020, stock prices have stopped caring about silly things like "profits" or "growth." Here’s what moves markets now:
The last 48 hours only cements that thesis… I guess we are going to hit 6,500 to 7,100 this year… aren’t we. Thanks financialization… thanks money printer… Drink up… And 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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