Growth Hacking sounds cool. Sean Ellis (who has an amazing marketing track record) is now building a community around the idea of it. Collateralized Mortgage Obligations/Bonds sounded cool in 2007 and 2008 as well. Nobody will ever go to jail for either. I have been running Stocktwits, and invested in about 90 startups since 2005. …
From: 2013
‘Trickle Down Thievery (and Hoarding)’…Thank You Technology
Wikipedia tries to explain ‘Trickle Down Economics‘. It DOES. NOT. WORK. Luckily, 2013 has been the dawn of something I call ‘Trickle Down Thievery’. I am with Gruber and Om Malik, that 2013 was a great year for technology. Fortune 500 Companies for the most part won’t let cash trickle down. They are hoarding it. …
2013 Year in Stocks…The Year of Sheep, Wolves and Blind Squirrels… and The Best ‘Hobby’ In the World
What a year. The crash to the upside continues again today. As it relates to stocks, Wall Street is mostly dead. Time will tell if that is good or bad (CNN could answer this in a split second), but for me, I could not be more thrilled. At best, the media considers what I do …
Stocks Crash Every Day, Markets Rarely Do…and Warnings are Dumb.
I cringe at the word ‘crash’. It’s worse than the word ‘bubble’. Henry Blodget is the man at creating discussion. He got me going with yet another ‘crash’ titled post on Alley Insider. On the one hand it’s fine with me, page views and attention equals revenue and as an investor in Alley Insider I …
The Perp Walk and Witch Hunts…We Need Better Aim!
I am bullish on financials. I have owned a few post the 2008 crisis (Bank of The Internet was my fave $BOFI), but stuck with simple growth and balance sheets. If you bought financials in 2009 you have crushed it like everyone else. Well done. With rates bottoming and rising, I have started liking financials, …
It’s all Robots and Ball Bearings
In June, I started to dig into the robots trend. Here is how it started. This weekend, the media went full shizzle on Robots as focus went to $GOOG and all their acquisitions. In June though, Andreesen laid out a huge signal as I noted and iRobot was busting out to multi – year highs …
How to Move a Stock – By Carl Icahn
The year 2013 was filled with sheeps and wolves. Carl is no doubt the king wolf on Wall Street at the moment. Time magazine just said so. Carl has been here before. It was not that long ago…2008 to be exact. Take a look at the long term price chart of Carl’s baby $IEP: From …
Predictions for 2014…Punch a Banker (again), JP Morgan Will Settle More Fines, Hug a Designer, Government Prints More Than Ever, Small is Good and Drafting More Important Than Ever
The year 2013 has been good to me and the family. We are still living in Coronado, the kids are healthy and working hard in school and my hairline held up relatively well. Here were my predictions for 2013. They were all important to our family. We focused on saving money (reduce expenses, raise revenues) …
Google and Goldman Sachs…The Enteroctopus and The Vampire Squid
Pretty big day for Google. While Google ‘is not evil’ (and I am long), they sure the f*%ck are connected. The tentacles of this Enteroctopus are now everywhere that matters. Now they have an ex Googler running the US patent office. As they say…’no conflict, no interest’…Google has gotten so big that it’s all conflict …
Momentum Monday – Poker, Investing, and Positive Expectancy….and Why I Continue to Bet Big on Web Video
I will be in Vegas on Thursday talking to some Canadian entrepreneurs and also meeting up with a great Stocktwits contributor Mercenary Jack for the first time. Seeing I will be in Vegas…let’s delve into a little poker. Mercenary Jack loves to talk about poker and investing. Here are some good links from his blog …