Hello from Tuscany… While I’m on a fantastic vacation with Ellen and friends this June I have also been working. I don’t like being off the grid for days or weeks. That is not relaxing to me. There is no reason I can’t be available to our Social Leverage companies and partners.  I am getting …

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I am grateful for the luxury of being able to ‘piss it all away’ as an investor and trader in the United States. One of my favorite lines in a great movie ‘Let it Ride‘ happens right after Richard Dreyfuss has a gut feeling for a horse and bets it all: There is one investing …

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There’s a little child inside all of our brains that can’t stand to watch other people riding a money train that we’re not on. I get asked about trades, assets, concepts that I know very little about all the time. Lately the questions are about bitcoins and tokens. Luckily, each day there are fresh articles …

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The old financial media is burying the public in ‘quants did this….’ right now. Here is Josh Brown with a masterful piece pulling a lot of the pieces together. The quants have been coming for decades. What’s relatively new are great strategists that share ideas for free each and every day. On this blog, I …

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It’s that time of year again where Ellen and I take a break and head to Italy.  On our way to Casetta in Tuscany (near Florence) this year we stopped in with our friends at Lake Como (where we have never been) at the magnificent Villa d’Esta. We had a fantastic meal on the water: …

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Back in 2012 I started writing about the Instividual investor/trader and today it’s time to revisit it in this post. The instividual is enjoyng a revolution in power and choice, efficiency, access and cost. I loved this Tren Griffin post on venture capitalist Jim Barksdale. As a trend investor in public stocks and early stage …

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Ellen and I are have been treated by our good dutch friends Michael and Ulrike to a few days at Art Basel. We have never been and did not know what to expect. Ellen and I have enjoyed and collected a bit of contemporary art for over 20 years. The best way I can describe …

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Ellen and I are soaking in the art at Basel the next few days.  Today we toured an ‘installation’ exhibit and of course politics was on the mind of many of the artists. This one (which was left untitled) stood out which I thought was excellent: Back in 1950 Trunpville meanwhile we opened a coal …

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We spent the day in Zurich yesterday on the lake. I stopped in at a beautiful cigar bar and spent a few hours ripping through Phil Knight’s memoir ‘Shoe Dog’.  Nike has always been one of my favorite companies and I learned a lot about the long early days.  Every entrepreneur should read the book.  …

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Ellen and I are off to Art Basel and will be in Zurich today.   After the tech selloff yesterday I dialed up JC to walk me around the markets to check if there was any real damage.  JC can make the complex sound fun and simple so it’s great for me to get caught …

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