Ivan and I put together another ‘Momentum Monday‘ (click to watch). It’s a bit longer than usual as Ivan and I walk through a bunch of new ideas that seem to be working. An extra added bonus today for readers are some changes I am making to my 8 to 80 list. A few weeks …

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There is an old saying in the financial world ‘Sell in May and Go Away‘. May is around the corner so now would be a good time to mention that it’s a dumb saying (which means this year will be the first in six to actually be a good time to sell in May). I …

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I love sun. This five year chart of First Solar looks pretty damn good. Zoom out 10 years and the last 5 years look like noise: At Stocktoberfest, my friend Charlie got a ‘perfect 10’ score for his ‘chart battle’ take on being long First Solar. I’m with Charlie on this stock and will be …

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Some good reads for the weekend…ALL from my friend Morgan Housel. The difference between a bubble and a cycle. Rules in the textbooks, guidelines in the trenches. Casualties of your own success.

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It is starting to look like Amazon will get to $1 trillion ahead of anyone. Jeff Bezos announced his Prime numbers a week ago. He announced the $20 month price increase today so the analysts would be able to do the math and boost projections. If Amazon numbers had not pleased Wall Street, the announcement …

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Yesterday’s Stocktoberfest was fantastic. I had a great time seeing so many old friends in the financial social web space and media business. Of course, there were also so many new faces that just love the community and came to put faces to the name and see some great speakers. The highlight for me was …

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An old blue chip – Procter and Gamble – is a mess these days. Over the last 40 years the stock has always recovered from bear markets with all-time high prices. This recovery has left $PG behind (it never hit a new all-time high) and the stock is now reeling. They are under assault from …

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I continue to get asked the following: Is it a good time to invest? and, Where in the cycle do I think we are? I can only answer these questions from the point of view for how I have invested the last 10 years with Social Leverage, my style of investing and ideas I have …

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It’s a big week in New York for Stocktwits Stocktoberfest East is back on Wednesday. The event has been sold out for a few weeks and I saw today that Ian and team decided to stream the whole event live on Facebook. I am personally excited to be able to mingle and listen most of …

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Mr. Black Swan himself Nassim Taleb had a Wired piece titled ‘Beware the Big Errors of Big Data‘ which is great. Please read it. The gist: WE’RE MORE FOOLED by noise than ever before, and it’s because of a nasty phenomenon called “big data.” With big data, researchers have brought cherry-picking to an industrial level. …

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