I’m growing weary of my ‘fashology’ theme.   I remain long Nike, UnderArmor and LULU but it has been an abysmal 12 months.  In this indexing and ETF era of investing, fashion may not be worth investing in when it comes to public stocks. The Nasdaq is making new highs everyday and ecommerce is obviously …

➔

I’m off to Florida this morning.  It was an amazing day yesterday as team Stocktwits hosted a fantastic full day of content, food and booze.  This year we had friends from Israel (Ronen Assia) Poland and Argentina  And speakers including the best financial media panel ever  Fred Wilson  And of course both Josh Brown and …

➔

Year 6 today of Stocktoberfest kicks off in NYC in a few hours. I’m thrilled that we are finally to the point of the event where I know what I am doing. Running the stage and the content is what I enjoy most. I am going to grab a quick run on the streets of …

➔

Apple has added $150 billion to it’s market cap since the beginning of the year. To put that in perspective that is one Pepsi which was founded in 1893 and also the size of Russia’s stock market. This is some real money moving around. The world did not end when Trump became President like I …

➔

When I was a kid I could out fish anyone for small mouth bass on Lake Muskoka. I spent all my time on the lake trying to catch fish. Yesterday I was reading this Gil Penchina interview and he talked about the craft of fishing and investing. This is my favorite part: It’s like fishing. …

➔

I have a heavy two weeks of coast to coast traffic. I’m up early and off to New York tomorrow. It’s a Stocktwits and Fintech week with Stocktoberfest all day and eve on March 30th. I am off to Florida to play a few rounds of golf with friends for next weekend. I am trying …

➔

I hate mushrooms like Indiana Jones hates snakes: In 2011, Brad and Amy Feld invited Ellen and I to a few days in Tuscany. My disdain for mushrooms became the ‘meme’ of the trip for whatever reason. I have so many weird habits so was glad that the mushrooms were the focus. Flash forward…we see …

➔

I blame Goldman Sachs. I know…I know…but read on…. I love this post from Morgan Housel on the wonders of the future. Here is my fave part: Edison was one of the greatest inventors of all time because he understood the process of scientific discovery better than almost anyone before him or since. He wasn’t …

➔

In 2008, I invested in Tweetdeck, Betaworks, Bitly and started Stocktwits, thinking Twitter would rule the world because of the real time web. Today, Twitter continues to slow down the real-time web and charge the wrong people for the wrong product. I would pay for old 2010 chronological Twitter, ‘fail whale’ and all. I do …

➔

Stocktoberfest East (the first and last of it’s kind) is next Thursday the 30th in New York City. The day is packed with content all geared to help people make money investing in public and private markets. The cheat sheet to our day at Stocktoberfest… I am an optimist. I look at the world through …

➔