Ellen and I are headed back to the USA after a fantastic trip to Switzerland and Italy. We are thrilled to be heading back to Coronado for the rest of the summer. This fall, our empty nesting begins and I am excited for Rachel and Max. I want to have a clear head for them. …
From: June 2017
Rotation, Rotation, Rotation…The Big Boom Rages On
While everyone is dissecting all the reasons the markets have ‘topped’…and to be sure there are some doozies, I continue to focus on things I can control…like managing MY OWN Positions. The same people that talk about the lack of volatility all day are the same people that are looking at the S&P 500 market …
Stocktwits…The Irreverence is Strong… and a Trigger Finance Partnership
Team Stocktwits has really pushed hard this year. The team is growing fast, they have new offices in Manhattan and user growth is strong. I am really happy that Ian Rosen our CEO has been able to push the Stocktwits original content envelope on our irreverent and sometimes silly look at the markets. Opinion is …
Price, People, Patterns…Repeat!
I love this investing thought from Bob Brinker: The problem with buy and hold is not the math, which proves it works. The problem is with the evidence, which proves investors can’t do it. Bob is correct. I am trying to live the rest of my investing life in a way that helps me buy …
The Hairiest Chest in Tuscany
I’ve been able to humor myself since I was 5 years old. Today kids fall asleep to Spotify playlists but I had Johnny Carson. He was silly. He loved to entertain. He laughed out loud on television and I used to laugh out loud myself watching. I was minding my own business in Lucca, Italy …
Agriturismo Casetta
People have asked me where we are staying in Tuscany so I wanted to share. For years now we have come to Agriturismo Casetta which is owned and operated by Xenia Lemos. We were lucky enough to have Amy and Brad Feld invite us in 2010 and we fell in love with Tuscany and Casetta …
Homeward Bound
It’s our last week of vacation starting today in Tuscany. Last year I got homesick whipping around Europe so this year we decided to come to Tuscany and actually rest. My daugher Rachel is working at a summer camp so it is easy to stay in touch with her via Whatsapp. My son Max though …
Cycling Innovation, the Outrageous Coal Discussion and Howard’s Mattress Theory
I have cycled nearly 400km the last seven days in the hills of Tuscany. I have had a lot of time to myself to think and take in the sights. Back at home, the markets are really sizzling right now. Everyone has a theory. I like this theory from Doozio (a trend follower who I …
Civic.com and CivicKey Update
Three weeks ago I posted an update on one of our Social Leverage portfolio companies Civic.com and their ‘token’ offering. I tried as best I could to explain the idea of tokens a week earlier as I was reading everything I could to just get my understanding up to 20 percent. Yesterday, Civic closed on …
Power…
Today I was thinking about power as I drift in this wonderful Tuscan pool. When I think of power I think of Scarface. The first time I saw it I was blown away. I think I’ve watched it or parts of the movie hundreds of times. That’s not including GIF’s …for you millennials reading this. …