Ellen and I are back in Phoenix for the winter. While the kids are in college at University of Arizona for the next 3-5 years in Tucson, Ellen had the idea to be closer to them and her family once again so we moved off Coronado. We are just summer Coronado people for the foreseeable …

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I have 14 hours of driving ahead of me this morning. Rachel and I are off to San Diego to pick up our dogs and drive them back to Phoenix. We miss them so much as we did not take them to New York for the fall. Speaking of unconditional love… I have been getting …

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I am long Goldman Sachs. I know I know… Hear me out on this idea… Goldman Sachs has been basing for a long time now. The stock continues to look prime for a big breakout: The catalyst for a leg higher may actually be Bitcoin. On Sunday, bitcoin futures becomes a thing: CME Group, the …

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I am back in Phoenix for the winter. I will miss New York City. It was an awesome adventure. A few weeks ago my friend Meb Faber had me on his popular financial podcast. We talked about my investing style and Social Leverage. It is about an hour long but here is a breakdown if …

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I am enjoying this ‘Bitcoin’ frenzy. I have so many close friends that are participating. I am too of course. As much as we ‘frenzy’ the South Koreans are making us look like wimps. The New York Times has a good piece on Coinbase which is at the center of the frenzy. Months ago on …

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Professor Galloway is correct. People who aren’t comfortable selling have to work for other people I am not sure how I got the gift for storytelling, but I do like to tell them. Writing here everyday for eleven plus year has helped for sure. Traveling to meet with investors and other founders smarter than me …

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November marked the 13th straight month straight UP for Global markets. That is a record of course dating back 90 plus years of record keeping. It would make sense if the bears were tired. This weekend I mentioned the robots were resting. That continued today. Here is Nvidia down another 5 percent My friend Kimble …

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This morning I read Fred Wilson’s post about the ‘early stage slump‘ and felt I needed to expand on some of what Fred started. Fred shared some data showing how the early stage market has cooled since 2012 so please read it first. So… Way back in the olden days of web 2.0 (2005-2008), seed …

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It is December 2 and I am headed out to golf with my friends in New Jersey this morning. I have Tiger fever on top of my crypto fever. Let’s just hope THIS does not happen to me. A lot happened this week in the markets…but we learned most importantly that even robots have to …

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This is not a boat accident! A bullish as this tape is, the price action and the market action is not normal. Yesterday Goldman Sachs warned that we are seeing the highest valuations since 1900. Their stock jumped THREE percent. In the year 2017 – the same bank, Goldman Sachs – is saying that Bitcoin …

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