From: October 2006

Sleep is Good…

I wanted my “Sleep is Good” speech to be as powerful as Gordon Gekko’s “Greed is Good” speech in Wall Street. Go watch today’s Wallstrip show and you decide :) . I can’t believe they left the cameras rolling on me all night and that is all they heard by the way :) . By …

Inflation expectations are low

I just saw a chart from Lehman’s Degraaf (enclosed below) that is both shocking but explains some things – to me anyways. Inflation expectations are extremely low. Retail stocks are acting giddy. Best Buy, Nordstrom, Abercrombie, American Eagle, Gymboree are all running at or near all-time highs. HUH! Harley Davidson, a favorite of shortsellers for… …

Good news Good news day.

Google up $20 to an all-time high. Forget the Cramer effect, we have a Wallstrip effect :) . Off to New York for the rest of the week and looking forward to experiencing some real weather and some busy people roaming the streets. Taking the whole family. My son Max wants in the video blogging …

The Blogging Times Today…today

My friend and partner Chartreuse has moved to new York and been busy. He and Loren just launched their version of a daily Vlogging show from the streets of New York. It is good! The first episode has Nicholas Baum, product manager at Google reader, a product getting rave reviews. Silicon Valley may be the …