Waaaaay back in January – the big word CNBC, political media and financial media were using during the Presidential race was ‘infrastructure’. The new President would spend bazillions on it and investors had to own infrastructure stocks. To use another investment word of the new century…infrastructure was a ‘NO BRAINER’ investment thesis. It’s a word …

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$LNCE, $ROST, $SWKS, $SWM, $HTS, $CY, $RDEA, $MVL, $MGEE, $BPSG, $TKLC, $STEC, $WAC, $MFE, $USLM, $ORLY, $CLW, $LL, $SNX And some honorable mentions: $HMSY, $DORM, $AAP, $ARST, $MJN, $WPI, $ATRI, $ISH, $EW, $ARO, $ESSA, $IMGN, $AROW My friend Eric at Blackstar (I am a limited partner in their fund) sent the list over and in …

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Lot’s of chasing in the market these days. I continue to mostly watch. Despite the chop and the 2 month wide range, the experts keep piling onto CNBC and other financial media outlets. Ton’s of misirection and confusion is being created, but those that are spending/not spending are NOT confused. Phoenix remains a trainwreck. Another …

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‘They’ say that comedy is tragedy plus time. I say unless you are in the financial or political business which is all comedy, all the time. Jon Stewart and Stephen Colbert are laughing their way to the bank in the political news business and now are as trusted a news source as the networks. Since …

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As a cynical optimist, I am doomed to have most of my money working, ALL the time. The last few years that has kept me in early stage investments and my own startups. The stock market, like any other career, is a full-time job. As the world shrunk the last 15-20 years at an exponential …

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So much is happening in the financial world and it is hard to believe any of it. There is so much to hate about our markets and systems right now, but it’s impossible for me not to love the markets anyway. I believe we are at some major inflection points about how financial information is …

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Rachel was talking about an ABC show called ‘Ten Things I Hate About You’ and it just got me pissed. I am Mr. Free Speech, but wow have our networks sunk to new lows for attention. Hate is a word that makes me cringe. Another word that makes me cringe is SHOULD. If someone tells …

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I received my daily email pitch from The Motley Fool on July 4th, but this time it was for something new: ‘The Independence Fund’ – A Mutual Fund for Motely Fool’s. A bunch of questions come to mind: 1. Why now? 2. Why ever? I have posed the question to a few trusted sources and …

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It’s been an interesting year to say the least. Michael Jackson, Bernie Madoff, Goldman Sachs, AIG, GM, Twitter and now Sarah Palin have outheadlined the rest of the world’s pain and suffering. No matter what you say about Michael Jackson, there is little disputing the $500 million or so he left us in debt. Bernie …

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I am happy with the way this interview came out. I am liking the long form web video movement these days, especially as it relates to what we plan for Stocktwits TV. Robert has interviewed pretty much everybody in the social web space and it’s nice to hear he likes the business we are building …

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