From: October 2017

The Bull Market In Everything?

Dear God… everyone is trying to jinx this market. Stocktwits launched BTFD t-shirts a few months ago and the markets did not crash. The Economist now has a cover titled the Bull Market in Everything… The cover is descriptive of the bull market right now. Germany is breaking out Japan is breaking out. Financials are …

The Smartphone and Addictions

This interview by Bill Maher of Russell Brand on the topic of addiction is excellent: I don’t have the fame or drug addiction problems that Russel Brand has/had. I would say I battle a smartphone addiction. The last year I have been much better about my iPhone use. I leave it behind at home a …

Momentum, Momentum, Momentum

Markets around the globe continue to rise. Why? Michael Batnick explains momentum: The S&P 500 closed at an all-time high yesterday for the sixth straight day. The last time this occurred was June 1997. Why is this happening? Are markets pricing in tax reform? Is it looking forward to higher earnings over the next twelve …

Stocktoberfest 2017 …Coronado

I am really excited for our 7th Stocktoberfest on Coronado next week. This will be the first time I get to show up and enjoy without having to plan it. From Ian our CEO – Stocktoberfest West has always been the premier event where smart people get together to discuss the future of finance, technology, …

Gun Deaths So Far in 2017 – 11,667

That seems like a lot…no? Here is a website that tracks gun violence. Albert Wenger said this today which rang most true to me: What yesterday’s mass shooting does make eminently clear yet again though is just how much damage and trauma a single person can inflict using modern technology. It is so much easier …

Month One in New York

One month down in Manhattan. I am always amazed at how New York City works, but I have a new appreciation after a month on the ground. The outlier this month has been weather. It has been mostly perfect. New York is many multiples more fun with great weather. The days are endless. I spent …