When I shorted stocks a lot (the dumb days), Capital One $COF, Fannie Mae $FNM, Harley Davidson $HOG and Best Buy $BBY were my go to stocks. They drove me bonkers. They were my ‘Newman’ stocks. I lost way too much money over time to bother adding up and way too much hair. Now I …
From: August 2011
Buddy Media is Going for It!
I have written a few posts about Mike and Kass Lazerow on my blog. They swing for the fences. It was not too long ago…September 2007 to be exact, that Buddy raised it’s first $1.5 million in a seed round. Last week Buddy Media raised $54 million in a D round. Nobody, including trigger finger …
Define ‘Tool’?
I just got called a ‘Tool’ today, but not just a regular tool…a ‘Fucking’ tool. No…not Rachel, Ellen, Max, Leslie, Chris, Phil, Ben, David, Mom, my lawyer, Stocktwits Investors… This guy. Says he runs a hedge fund. I assume his dogs run the money if he has one. For about an hour, he ran a …
Panic Monday….The Market May Forget, But I Don’t
I remember the panic just a week ago. Bids were disappearing. The markets are now higher. I am housecleaning the stocks that have not recovred best $EPAY and $OCZ and paired down all the beta I added into the panic $AAPL $GOOG $AMZN $RAX and $ARMH. Most importantly, my big SELL premium $SPY trade is …
The ‘Social Web’ Index SWEB from Stocktwits… It’s Alive…
I am not sure I love the term ‘Social Web’, but it is better than Web 2.0 and less creepy than The ‘Alive‘ Web which my friend Om coins in a great post. Phil, Ivan and I have been thinking hard about ideas, but the Stocktwits 50 is our bread and butter. We love strength …
Chatting The Bear Market and Bodily Functions with Peter L Brandt
I sat down yesterday with Peter Brandt to discuss the markets. Peter has been so on recently! He got bearish on the $SPX at just the right time and backed it up with his own capital. To me its all about trends and a lot about feel and who has the hot hand. In Peter’s …
Excess Supply is a Bitch …. Don’t Trust Demand… and Risk Management Rules
I have let all the downgrade talk settle in and watched the tape hard this week. Mother of God, this shit is broken :) . The blamers are everywhere – mostly TV and Huffington Post – which is why I like prices…they just don’t lie. Stocks almost never go from hot to cold overnight. There …
Thank-You Thursday
Monday was frightening so I would like to say thank you for this wonderful Thursday. I am thankful to be home even though we had an insane time in Italy. Thank you to the wonderful Feld’s who put up with the shtick for a week. I am thankful that my daughter Rachel is home safely …
Red Monday…Even Nibbling F@$&*ng Hurt!
My vacation mostly ended yesterday in Florence. I manage other people’s money and therefore I am on call. Luckily, I have a fanatstic room at The St. Regis in Florence and the wifi was great. Yesterday and now this morning in Europe, there is Blood Red trading screens. Robert Sinn has aptly called today ‘Red …
We Had The Osama ‘Top’ and Now We Have The DownGrade ‘Resistance’
I am off to Florence this morning for my last few days in Italy. I will shop as Rome burns. Back in June I wrote about the ‘Osama’ Top. In real time, I was getting flak for calling an Osama top in the market and I was not alone. If you are Pandora $P, LinkedIn …