From: January 2018

Brazil Baby!

Another day another melt up. Today marked the end of January trading and the S&P closed higher for a record 15 months in a row. According to the data, a great market in January bodes very well for the rest of the year. The chart that stood out to me today is Brazil: That is …

Wag Baby!

I love my dogs. My partners Tom and Gary love their dogs as well. When Josh Felser at Freestyle called me and pitched WAG enthusiastically a few years back I was excited to meet the founders. We invested alongside Freestyle in the seed round. Josh and his brother Jon came to Coronado for our annual …

CryptoGlobal Public Debut

CryptoGlobal started trading today on the TSX (Toronto Stock Exchange) Venture as “CPTO”. I am super excited because my best friend Rob Segal is the co-founder and CEO. In less than a year Rob and his partner James Millership have assembled a great team and launched a massive (Canadian) mining and engineering operation around their …

Fintechpalooza

Financial stocks are exploding. Goldman Sachs has finally joined the S&P all-time high party. The devil has no timeline. In December, I explained why I was long the ‘Vampire Squid’. I was wrong about their lending product Marcus (I did not think they could trick the public), which CB Insights says is the fastest lender …

Dirty Money and Pharmapalooza

Before I get started this was funny. Left to right tonight:Steph Curry, Kyrie Irving, Kevin Durant pic.twitter.com/SUGSDLqjYg — Barstool Sports (@barstoolsports) January 28, 2018 Ok onward… I watched a few episodes of a new Netflix documentary series called Dirty Money with Ellen today. The Valeant episode was excellent. Valeant never interested me on the way …

The Race to 1 Trillion

I have long thought Apple would be the first company to get to $1 trillion in market capitalization, but the race is heating up. Here is the latest: Tencent has moved into the TOP FIVE and I would imagine 95 precent of investors do not know who they are or what their ticker symbol is. …

Robinhood Goes Crypto

I am thrilled to see Robinhood announce (launch in February) zero commission Crypto trading. Part of the thrill of this fintech boom is seeing companies like Robinhood that we have invested in and/or products I want to see come to life. I actually got the news this morning via text from a few friends. Robinhood …

I Want To Sleep While I’m Alive

I googled ‘I Want to Sleep While I’m Alive’ and the first result was Bon Jovi’s ‘I’ll Sleep When I’m Dead‘. I’ll Sleep When I’m Dead has it’s own Wikipedia page. I guess I now own the search term’I Want to Sleep While I’m Alive’ with this blog post. I write about sleep a lot …