It was another fantastic year for my 8-80 list of stocks. An equal weighting of the fourteen (14) stocks in 2017 would have returned more than 45 percent – more than double the returns of owning the S&P 500. That is a good reward for picking stocks. Only Starbucks disappointed this year and underperformed the …
From: December 2017
Playing Kerplunk with Trust – Will Commodities Join Crypto Party in 2018 in the ‘Flight From Crazy’
The year 2017 was like watching a game of drunk Kerplunk. Every day someone in the Trump administration pulls a stick from the wall of trust knowing the marbles will eventually spill out. Today, the disguting Scott Pruitt named a ‘barred for life‘ banker to head the Superfund. It is almost impossible to get barred …
Investing in 2018 – Minimax Regret
This iguana versus snakes video from Planet Earth blew my mind. I have watched it 20 times. Ok now to my idea for the day: I loved Ben Hunt’s piece at Epsilon Theory titled ‘The Three Body Problem‘. It is long and winding, but if you have invested or traded the last 10 years, a …
So Excited for 2018…
At the risk of jinxing 2018, I am really excited. Anything seems possible if you are in the creative/content business (as long as you do not want to get rich off it). If you have an entrepreneurial spirit, the mentoring at your fingertips is astounding. If you are an investor or trader…you have the rigged …
Looking Back at The Year in Technology and Venture Capital
Like Fred Wilson, I like to use this time of the year to review my work. This stuff is fun for me but it is also a great mental exercise to go through. It forces me to reflect, think, and focus on what is/was most important. There is so much that blogging does for my …
Predictions for 2018 – Supply, Supply, Supply!
There will be a LOT of market predictions offered up the next few days as we head into 2018. I am reminded of one of my favorite Al Pacino/Scarface riffs as predictions heat up: Be careful with your hard earned money. I am optimistic about the markets, private and public as we head into 2018. …
Happy Holidays
I had Chinese food last night. Christmas tradition. Ellen and I will binge on some Netflix and maybe see a movie. I can’t believe how much new content is showing up in Netflix. Max is with his buddies golfing in San Diego. Rachel is in Jerusalem. I hope everyone that celebrates Christmas gets the presents …
I Love Twitter
I woke up this morning at 5 am eastern to get a run in before my flight back from Toronto. It was snowing. By 1-45 I was on the course with Max and my nephew Eli golfing in Phoenix. It was chilly, but NOT snowing. I am glad I took the early flight because I …
Storytelling
I have had a long week on the road. Phoenix to Toronto to Tel Aviv to Toronto and finally today back home to Phoenix. I am looking forward to a week of family time. My friend Andy posted this great shot of Jeff Bezos at his desk in the very early days of Amazon (1999). …
It’s Tough Not to Be a Pig
I was hanging with my nephew Brandon this afternoon in Toronto. Brandon is 24, is working in software software sales, loves avocados and has crypto fever. Brandon does not read investing books, has never owned a stock, but has quadrupled his savings in FIVE months in a diversified portfolio of cryptocurrencies. I am not sure …