A have a Warren Buffett hangover. I took an Ambien last night while reading his annual report and somehow woke up with McDonald’s wrappers and Coke cans littered all over my hotel room. Today I see that Warren Buffett actually owns a truckload of Ambien (Sanofi – $SNY): jackdamn shared a chart on StockTwits My …

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I was on my way to NYC today and got stopped by the machines because they sensed ‘explosive materials’ on my hands. I had just eaten some weapon grade good teriyaki beef jerky… My partner Tom who immediately sensed smart ass comments from me and embarrassing photos started snapping photos. Things did escalate a bit, …

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Michael had this great investing post today about how little it takes to make a difference. My friend Josh is out of the closet today as a proud permabull. He opens with: It’s become fashionable in the age of social media to derisively sneer at our fellow investors who are too optimistic and refer to …

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I am heading out on a major east coast swing having spent the last month comfortably in Phoenix. I will by New York, Baltimore, Philly, Boston and North Carolina. I have really gotten into a good routine working and biking in the desert the last month, so will miss it. My bike circuit (I share …

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I think indexing is great. It’s what most people should do and probably will do. No more alpha, beta, gamma, fibonacci, theta or earnings calls to worry about. BUT, as niche as it may sound, do-it-yourself investing is bigger than ever. For those that like being in the batters box swinging…some fun facts that give …

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Charlie Munger says this about investing: It’s not supposed to be easy. Anyone who finds it easy is stupid. Classic. Personally, I believe we are in a Vanilla ETF clowncar headed off a cliff! It does not matter though what I think or feel. I have been following prices and getting dragged along. I feed …

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Longish post…I will make the rest of the week lighter I promise….here goes… Pre internet the world was all ‘ball bearings’. While the biggest and best ball bearing companies continue to thrive, the internet has created a dizzying pace of digital ‘bundling and unbundling’. There is no rest in this era. You must continue to …

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Stocktwits has tens of thousands of contributors and hundreds of thousands of active users. I have long wanted to celebrate the good, the bad, the funny and the ugly of the social financial web (blogs, mainstream financial media and Twitter too). We will finally do that at Stocktoberfest this March 30th. Our community and a …

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I added some security stocks to my portfolio over the last year – Checkpoint $CHKP, Palo Alto Networks $PANW and Akamai $AKAM. All three are volatile. I am down on my Akamai  position (I journal all these ideas on Stocktwits in real time). Over $5 billion has poured into security startups the last two years. …

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Great news…that sweet taste of coal waste will be back in American streams starting Monday: 'Trump signs bill undoing Obama coal mining rule' https://t.co/yMfT5r5RGh — Donald J. Trump (@realDonaldTrump) February 16, 2017 Unfortunately, I hear it from a very reliable source that other than the coal industry, everything is a mess. My son Max watched …

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