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. Dear Fellow Traveler: Seems everyone is NOW SUDDENLY AN EXPERT ON THE OIL MARKETS. I’ve been long the XLE since JC Parets showed that XLE chart on the Compound. This is why I watch the Compound… and why I’m on this week… (Details coming). I bought for $1… and I’m selling for $1.19. Probably more tomorrow… This isn’t hard, everyone… I’m selling. It was at $47.00 then… quick check in…
That’s the point of the market. I cannot wait for a gap up tomorrow in the early hours… sell the bulk of my positions in upstream oil and gas… hold my midstream… and then look for panic in the downstream refinery. If this gaps up and goes into the fourth standard deviation, I’ll short… on VWAP. Run higher oil.. run run run run run. I’ll be the other guy on that side of the trade when our energy reading goes negative. The big money… the huge money will be when everyone bails at once… that’s what I track. For now… I’m gonna rotate hard back into the midstream… PAGP, ET, EPD… EMO. These were great gains… but if you think that we’re heading into a long war, you missed my article about drone warfare. The rules have changed… I’ll explain more… My argument now is that nuclear war is borderline obsolete. That’s gonna shake a lot on concious… I keep recommending KTOS and LMT for a reason… Also… buy Blackstone Minerals (BSM). It’s sexy. Crowdstrike? Not at all… Unless the Fed prints… look out below… Stop trying to convince yourself that fundamentals matter and then turn around and convince yourself that the fundamentals don’t… Barring QE, it’s going to $150. Is any insider buying happening in the stock despite this downturn? No? Good… Exactly. Also… enjoy your day with some tunes…  This is my new jam… I’m bout-it bout-it… I’m having a great time and I’m about to go play lacrosse with my daughter… 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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