This post titled ‘Fuck You, I Like Guns‘ was not what I was expecting from the title. It begins… America, can we talk? Let’s just cut the shit for once and actually talk about what’s going on without blustering and pretending we’re actually doing a good job at adulting as a country right now. We’re …
From: February 2018
Tax Cuts and The Enterprise Stocks
I’ve been in New York all week with my partners Tom and Gary running from meeting to meeting. I had a great time catching up with Ian – Stocktwits CEO. The numbers look great. I love hanging with the community and content team – Stefan, Mike and Scott (all millennials) – who love the markets …
This is The Top
I was pitching a potential LP yesterday (family office) and the conversation was lively. When it came to discussing a new investment in the portfolio, the investor interrupted and said ‘this is the top‘. It was definitely the first time it has happened in all my years of pitching. I laughed a little and just …
The Death Of Retail Is The Birth of Retail …Update
Shopify reports earnings this week. The stock has been very good to me. I bought it back in May of 201 in the 20’s (on this blog) and today it closed at $140. Back in May 2016, I created my ‘Death of Retail is the Birth of Retail ETF which included just four companies Paypal, …
Secfi – A New Social Leverage Investment
Last year our fund – Social Leverage – led an investment in Secfi, whose vision is to help startup employees make sense of their stock options and equity. Today, the website and product are live to the public (transactions have been happening the last six months while in stealth mode). The company was founded by …
Momentum Monday…Sex Is A Safe Haven and the Death of the Inconceivable Rally
Could it be we are at the end of the inconceivable stock market rally that began in March 2009? Time will tell whether this sell-off is the beginning of something bigger or a panic and pause that refreshes. The good news is there are many tea leaves to be read and the internets are awash …
The Shift to Decentralization
I had a fantastic weekend. The weather in Phoenix has been fantastic. There has been no winter. I am headed to New York this week so I tried to get the most of the Phoenix sun the last week. I put on a few hundred miles on the bike and played my first round of …
Fear and Buying or Fear and Loathing…Preparation Matters
The great thing about fear in the markets is you do not need to get fancy to make money. I got fancy last Monday and I paid. I wish I had waited until Friday’s panic to make all my buys. Friday afternoon I was buying and sharing on Stocktwits in real time. I stuck to …
Coyotes and Raccoons…Not Enough Meta Thinking
It was a nutty week in the markets. The Dow Jones travelled 22,000 points over just five days of trading. I was asked hundreds of times via text and email (friends that do not want to publicly tweet at me) what I thought was happening. I referred people back to these posts I did at …
Jim Cramer is a Moron… and Suitability
Before I get into the title for this post it would be crazy not to talk about the markets. A few facts about this market correction from Ryan Detrick The S&P 500 closed 6.66% away from the highs yesterday. After today is it 10.2% away and officially in a correction. February 2016 was last time …