As sickening as Trump is, so too are large institutional money managers who feel compelled to tell me to ‘Sell Everything’. Sell Everything is the equivalent of we are burning to the ground. A few things to remember: The S&P is at all-time highs and sentiment remains very bearish We are not burning to the …
From: July 2016
A Day in the Life…New York
I had one of those great New York days yesterday. They start crazy early and end late They leave tons of room for flexibility. It does NOT rain and the air is generally humid. I was born and raised in Toronto, moved to Phoenix for grad school and settled for 25 years and moved to …
Apple is NOT Broken…Twitter Definitely is.
Apple is up $20 or so billion after market (nearly two Twitter’s). So many traders thought Apple would implode this quarter. They continue to forget Apple is beloved and not broken. Also the market is forward looking. EVERYONE knows Apple iPhone sales are slowing and that the iPad is not Jesus. We also know that …
We Wanted Flying Cars and All we Got was Verizon and Donald Trump
I’m back home in the USA. New York specifically. It’s good to be home. Nothing has changed…Donald Trump wants us to sell stocks, hate our neighbors and (eventually I assume) turn them in…and Verizon just bought Yahoo. I love this line from Ben Evans: Verizon, 1995: “this internet thing won’t be much. I bet we …
Getting a Hedge Fund Chart Art and Technical Analyst in Your Corner
My friend JC (@allstarcharts) who I rely on as an idea generator and mentor has a special offer for the StockTwits community that I am happy to promote. Click this link to see the landing page and offer. We did the webinar together while I was in Prague (JC explains his philosophy and tactics). The …
Introducing The New Personalized SparkFin Watchlist
Here’s a cross post from the team at SparkFin. Very excited about how they’re changing up the traditional stock watchlist. -H The SparkFin app is all about finding compelling investment ideas in the stock market. But it’s also about you. What stocks you are watching. What stocks are on your radar. So with that …
Hello From Prague
Today we did a walking tour of old and new Prague. A gorgeous day and his photo comes from a rooftop bar where we stopped for a beer Also very happy with our hotel up on the hill booked last minute on Hotels Tonight (Savoy Hotel) for 150 euros (included a good breakfast). Europe …
The S&P is at All-Time Highs …Today is a Better day to Panic
It’s July but we’ve had two CNBC and major media ‘it’s over’ moments already in US stock markets in 2016. The first was in February. I forget why. If you don’t you will have by 2017. I wrote this and added a few stocks. The second was ‘post Brexit’. The ‘autonomous bull’ has taken care …
Free Speech … No Such Thing!
Everyone wants ‘Free Speech’, especially assholes. Of course I can be an asshole myself. My own ‘free speech’ has probably cost me fortunes that I don’t even know about. I upset people (they tell me) and I’ve upset corporations. Every time I blog, tweet, send a StockTwits message, talk to someone on the phone or …
I Miss Home …
I’m sitting in front of the Danube as it flows by me in Bratislava. It’s gorgeous outside. I just had a great run along the river. I’ve been in Europe for just 19 days but…. I miss my little corner of the earth on Coronado. I miss seeing my kids. I miss my dogs. I …