From: November 2011

Momentum Monday: November 28, 2011

I’m BACK with Ivan his sore teeth and a new episode of Momentum Monday. Everyone is already bearish again.  I believe and the market confirmed today that the public markets prefer bad news and the truth more than bad news hidden and dripped.  If you do not think the higher ups have inside information, you …

The Amazing Steve Wynn

I don’t think Steve Wynn (amazing Wikipedia bio) cares that much about the web other than ways to book rooms at his hotel and tickets for his shows. The web will never do his products justice. After this weekend, my kids seem to be more impressed with Steve Wynn than Steve Jobs. When I was …

Dr. Phil…Pearlman

My buddy Phil Pearlman is a gem. We met on Fred Wilson’s comment threads back in 2006 and forget the time we actually met in person. He has introduced me to some great investing talent. He himself was managing a hedge fund when we met. One of my favorite macro thinkers/investors is Gregor Macdonald and …

Roadmaps…If Only…

Fred Wilson has a great post up that every entrepreneur needs to read and think about. It got me thinking for sure. Wired has a piece up now about Jeff Bezos and $AMZN owning the web. Trust me, that was not in his first year roadmap. Whispernet and the ‘Fire’ were likely not his ideas. …