Thursday, October 12, 2023 Weâre back in the Green after todayâs Fed minutes. A surprise bounce off the third standard deviation range at 2 p.m. helped fuel a wave of buying. Weâll discuss the impact of the Fed minutes tomorrow in the Republic Risk letter. Index Momentum S&P 500 Green Nasdaq Green Russell Yellow My Dance Moves are Better than This Proposed Move... Dear Fellow Expat: Last night, my wife and I found ourselves in Tampa, Florida. We attended a concert by Noah Kahan, an indie/folk musician who has emerged as a Tour De Force in the post-COVID world. This was my wifeâs idea⦠and it was a fair trade for my trip to Baltimore to watch the baseball playoffs. Two observations. First⦠Not many of his songs are uplifting. Most are about depression, alcohol, and his love-hate relationship with his hometown. But the album Season of the Sticks (also the name of the tour) is VERY well written, and it appears to resonate with many younger fans dealing with the world after lockdowns. At the onset of his show, Kahan said it was only the second time heâd played in Florida. âYouâre all so happy and smiling,â he laughed. âItâs kind of $%@$#$ pissing me off.â The crowd laughed. As one of his songs goes, we donât have his âNorthern Attitude.â More importantly, Iâve been to and watched a lot of concerts. The loudest Iâve ever heard an audience sing the lyrics to a song in unison with the lead singer was [A Certain Romance]( the Arctic Monkeys]( the Glastonbury Festival in 2013. But this was a shave of an octave below (and an audience well less than half of Glastonbury). Weâd watch this guy, whoâd emerged through TikTok in recent years, stand in awe that his music resonated while the audience sang and he played. It was a great show. Now, the second observation from last evening⦠is more troubling. [Click here to continue reading this postcard...]( Garrett {NAME} Secretary of Finance PREMIUM CONTENT Dive into an in-depth analysis of Crescent Energy, a rising star in the energy sector and one of my top energy choices for 2023-2024. Guided by John Goff's strategic prowess and bolstered by a game-changing partnership with KKR, Crescent has set new benchmarks in the energy sector. Beyond its compelling backstory, this video uncovers the mechanics of Crescent's success, illuminating its strategy, potential, and future trajectory. [Sneak A Peek Inside the Trading Room]( REPORTS [The Momentum Handbook]( [The Secret to Huge Value Investing Profits]( [Twitter]( [Youtube]( [Instagram]( [Tiktok]( [Discord]( [LinkedIn]( You are receiving this e-mail at {EMAIL}, as part of your subscription to Postcards. To remove your email from this list: [unsubscribe here]( Please do not reply to this email as this address is not monitored. To cancel, or for any other questions or requests, please contact our Customer Service team:
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