Investing is hard enough in a good market. Imagine how hard it is in a broke world, with dead retail and consumers. But, we know that’s not true. Consumers may never be as well off as @andykessler says (always a must read), but they are never as dead as the media tells you. I love …

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I have had the most fantastic month being home on the beach. I have not been offline but I dont need to be offline to get rejuvenated, just off the road. This year I will refocus on the power of routine. I am rethinking routine as it relates to everything these days. Attitude and imitation …

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December was a month of more selling for me. I had the opportunity to liquidate some stock in private and newly public holdings for my hedge fund and Social Leverage and so I did. It feels great to be flush with cash and at – what I believe – an incredibly early point in the …

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