Fox news and Trump long for the late 70’s and early 80’s because we could smoke on airplanes and dance disco with Donald Trump at Studio 54. I on the other hand will take my chances saying America has never been greater based on the following: iPhone Spotify Tempurpedic Ambien Legal Weed But, what is …

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The March 30th Stocktoberfest schedule of speakers and fireside chats is now live (scroll down). I am really proud of this lineup. Most importantly, the evening ‘Cashtag’ awards should be a fantastic party and celebration of the social financial web. If you are in NYC and you like stocks and markets…please join us. Taylor Becker …

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Apple is back at all-time highs as their luxury products of the future (watches and airpods) have the lowest relative prices. I am long Apple and all I hear is that Apple has had no new products . Meanwhile, I love my Mac Air and iPad air. I love my iPhone 7 plus but will …

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The battle for attention is fierce. The stakes are high. As this boom era of mass customization goes on, we will see even bigger and bigger acquisitions as leaders protect and expand attention. The investors that have ridden this ‘moneyball’ of valuations have been rewarded with massive gains in Netflix, Amazon, Facebook, Tencent (WeChat), Snapchat …

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Never has there been a more true statement about the state of the internet. I do not remember who blurted what is now the title of this post as I skimmed through Twitter but I laughed. I have hit that age where I have to stop by the front desk of my hotel each night …

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I had the idea for our firm Social Leverage back in 2007. In November 2007 I wrote on this blog: ‘Social Leverage – Inning One and Impossible to Value’. It’s almost 10 years later and we might be in inning 3. The leading stocks have never been harder to value. Social Leverage is as I …

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I called Metlife today to see if some dental work would be covered. They put me on hold and made me finger dance my way to find a human. I am sure they will find a way to not pay. Tonight their machines called me back to ask me how the experience was. I have …

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It was all Bill Ackman late today in my streams. It is amazing that Intel’s $15 billion purchase of Mobileye could be overshadowed by Bill’s $4 billion realized loss in Valeant, but for the moment it is. Today, both Netflix and Amazon are also on verge or breaking out to new all-time highs. So why …

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Ivanhoff posted the ten best stocks of the last ten years back in February and it has really stuck with me. Forgetting the individual names for a minute, it makes sense in hindsight that the internet, biotech and China dominated the list. I have no idea if the same trends carry the same stocks, different …

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I loved this piece from Morgan Housel ‘Surviving the Continuous Chain of Disappointments‘. It’s ironic that the secret to winning was learning how to put up with losing, but there it was. “Having an edge and surviving are two different things,” Nassim Taleb once wrote. This is a great analogy for most business and investing …

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