I was doing a fireside chat with Blair Livingston today for his team at StreetContxt in Toronto. Blair founded the Company back in 2012 and has built a fantastic content management, measurement and research distribution service for financial institutions. Our fund Social Leverage was a seed investor. As always, the question of digital assets and …
From: September 2017
The Looming Avocado Toast Shortage in China and Momentum Monday…on Wednesday
I heard an interesting fact from Marc Spilker this evening. The US has 40 million millennials plowing through avocado toast and Tinder dates as we speak. China has 400 million! Marc did not make any individual investment recommendations, but was making a point that we can talk all we want about a ‘bubble in China’ …
All is Fair in Love and War…and Markets
All is fair in love, war and markets. I own some Bitcoin and Jamie Dimon yelled fraud last week. In the course of a few days, Bitcoin fell 30 percent. Today Wall Street Journal is calling it a ZERO . Jesus H. Christ! I also owned some $UBNT and today Citron research called ‘fraud’ on …
Ten Years With a SmartPhone …All I Need…
I love this last scene from ‘The Jerk’ when Steve Martin goes off with ‘All I Need‘ In 2007, the smartphone took off when Apple got rid of the keyboard for a multi-touch interface. As much as the smartphone has increased our productivity, some days I feel like Steve Martin/Navin R. Johnson. I wonder what …
Turning 52
I am not thrilled about being 52 years old today, but it’s better than the alternative. I don’t have many regrets this past year. Ellen is doing well and the kids are off to school and thriving. I wanted to lose weight and get in better shape and I did that. I wanted to write …
I Demand an Apology!
Nobody demanded an apology from me today. I am thrilled. Sadly, it seems like everyone is demanding apologies from everyone else on the internets. I am settled into New York with Ellen after a hectic week of travel to the West Coast. I apologize for the flu that I no doubt spread throughout the Valley. …
Picking Winners… and My New Book with Ivanhoff
A couple of shameless promotions to start: 1. I had this idea for a Stocktwits weekly email that highlighted the best 5-10 ideas from the 150,000 plus messages we get a day. Ian (our CEO) liked it and the team put it together and it is called ‘Rapid Ruturns’. It is FREE and you can …
Apple Baby
I get asked hundreds of times a day about passive versus active investing and what stocks to buy. It’s a slippery slope but when pressed I have for years talked about Apple (and Google) as an ETF. I own them both. It’s boring, but it has worked very well. If you dollar cost average into …
The Content is the Kingmaker and The Platform is King
My friend Michael Porat invited me to speak at ICON in Palo Alto today. The highlight of the day for me was listening to Jeffrey Katzenberg talk about strategy and video content. To put it mildly, Jeffrey is excited about short form video for our mobile devices. It makes sense that he thinks Netflix is …
Momentum Monday – Sipping Avocado Juice and Shooting Fish in a Barrel in China
Before I start with the insanity in my world of momentum, let us not forget the fundamental skills of all investing. Morgan has the go to post on that today. Ok…here we go… This tweet sums up the fresh all-time highs in the S&P today: Millennial: I paid $1300 for my 1st iPhone” Baby Boomer: …