This GIF made me laugh this morning – especially tied to the Stocktwits headline on investing When you keep adding to a losing position 😂 😭 pic.twitter.com/GNHuAcMTbc — StockTwits (@StockTwits) August 30, 2017 There is a first sign of trouble in European markets as the German DAX just started trading below it’s 200 day moving …
From: August 2017
Premium Mediocre
I read this great post today by Venkatesh Rao called ‘The Premium Mediocre Life of Maya Millennial‘ and it made me laugh out loud. It also made me sad. There is much truthiness in it and I think it is worth 15 minutes of your time to read. This riff was poetry: At a more …
Momentum Monday…Make America Gold Again
Before I get started…as a follow up to my ode to $UBER yesterday, Ben Thompson dove deep on the new CEO and what he thinks. I am glad we agree. Ok… The bad news …there is no Momentum Monday video this week. I do have this great picture of my view as I write this …
Uber the IPO
I love Uber…I mean $UBER Uber has been very very good to me. My friend David Cohen invested in Uber in the very first angel round (through his fund). I was/am lucky enough to be an LP (investor) in David’s fund that invested in Uber. The valuation was $4 million pre money. Way back in …
TTID…This Time It’s Different
I am in Maine this week with Ellen and Max. I have never been to the coast of Maine and it is beautiful. Today was a big day as we dropped Max off at school. Ellen and I are officially empty nesters. Our first empty nest run together was in Kennebunkport (which has cornered the …
Momentum is a Hell of a Drug
It seems everyone has discovered ‘momentum’ investing and trading. As a one man shop for my own money, I am a trend follower and believe in momentum. As Newton said (not the fig) an object in motion stays in motion. A great quant follow on Stocktwits is Quantocracy. Yesterday they shared a link to ‘The …
The Cashtag Turns Nine
This tweet from Josh made me laugh out loud today: Afghanistan is going to pay for the tax cuts. What makes Twitter magical is snark like that bursting on my iPhone screen. The tweet needed no hashtag. The hashtag on Twitter turned 10 years old yesterday. What made Twitter special in the early years was …
Peloton … My New Newsletter Service
I am always trying to move faster and more efficiently. It is why the Peloton continues to fascinate me. I have spent decades watching, writing about, trading and investing in all types of public and private markets. As I have chronicled here for more than 11 years, following the leaders and the giant flows of …
We Live in a Marketing Economy
This post from Bob Lefsetz really resonated with me the last week. I read Bob daily and if you read this blog you know that (subscribe to Bob here). I don’t think Bob fully practices what he preaches about branding and marketing, but who does? Who really can? This riff from Bob about product excellence, …
Momentum Monday and Banking on Bitcoin
It is Monday which means it’s all about Momentum. Here is today’s tour of markets and momentum that Ivan and I put together (the embed is at the end of the post). If today’s show was called ‘Shmomentum Monday‘ we might have talked about Shake Shack. The stock looks like it is dying, which is …