I am heading home to Phoenix today from Palm Beach. I was meeting with some of our fund LP’s and not really following the markets. I am excited to have Max and Rachel coming home for Spring Break Catching up early this morning on what’s working so I thought I would share some interesting charts …
From: February 2018
Pattern Recognition
Before I start…One of the funniest comedians working right now is Sebastian Maniscola. This clip will make your day: Onward… The biggest argument when it comes to public market investing is the usefulness of charts. I use them for pattern recognition. For example, these large cap stocks closed at all-time highs yesterday. For some it …
The Market Does Not Care
The market did not care about the murder and sadness last week in Florida. While the parents and teens were mourning, the markets were ripping higher. This free blog went off topic last week to talk about my own feelings and I should not have been surprised that a few people chimed in with their …
I Love You …I Hate You…Snapchat Twitter and Facebook
This Matt Levine post about Snapchat made me laugh today: I don’t really understand Snapchat. I sort of understood it for five minutes back when Snap Inc. went public and its prospectus explained how to use it — turns out, the way I learn best is by having things explained to me by securities lawyers …
Enough is Enough
This piece from a doctor treating patients of the Parkland shooting is a must read. As a doctor, I feel I have a duty to inform the public of what I have learned as I have observed these wounds and cared for these patients. It’s clear to me that AR-15 or other high-velocity weapons, especially …
Never Underestimate Your First Idea
Every entrepreneur and investor should listen to this podcast with Reid Hoffman (founder of LinkedIn) and Ev Williams. From Reid on Ev: For this week’s show, I had a very free-flowing conversation with Ev Williams, who founded (in order) Blogger, Twitter and Medium. His career has had such an over-arching impact on how we communicate …
Revenge Trading and Portfolio Cleaning
Time for a bit of a market update… The markets are angry (my favorite Seinfeld clip). Michael has the best take on these changes. The markets always make most sense in hindsight. As a trend investor I prefer to focus on living in the future by following the smartest people that play with technology/toys and …
Be Very Afraid ?
I have watched and studied the Stocktwits streams coming up on 10 years now. I have my own filters/biases just like every active user does, but I believe strongly in the edge my eyes, ears and network in the community have given me. I have never set out to quantify it, I just have my …
Netflix Versus The Rest
It seems like Netflix is pulling away from any competition. It is my homepage before bed and on days like yesterday when I was shut down with the flu. Bob Lefsetz says they have ‘already won‘. It’s a good read. They have 117 million subscribers in 190 countries. I am sure Apple wishes they bought …
The End of The Low Volatility Regime?
Before I get into today’s post on volatility, I wanted to share a good Umair Haque piece where he asks ‘Is There Any Price Americans Won’t Ask Their Kids to Pay?’ The post begins with: We ask five year olds in American schools to perform ‘active shooter drills’. He concludes: What has really happened here? …