There are so new many unique sources of data to help investors. When the discussion of Bitcoin comes up in my presence I say ‘I don’t know’ a lot. Readers here and my ‘Peloton’ product know that I am in BTFBD mode (Buy The Fuc@#in BIG Dips). I got my Angel List weekly last night …
From: April 2018
A Market of Stocks is Not For Everyone and Jeff Bezos Annual Letter
I walked by an Aunt Annie pretzel shop today and thought to myself ‘If they offered a cologne, I would buy it.’ No wonder I have a cholesterol problem. My day job (seed stage investing) has no index to peg my returns to. The companies Social Leverage invests in make it or they don’t. It …
Where is the Froth?
I got a lot of nice emails and suggestions about my high cholesterol mention yesterday. Thanks everyone. I might as well tell you all about something else bothering me… I am 52 and living in the sun most of the time….is there a way to slow the age spots on my face and hands? I’ve …
Momentum Monday….Netflix and my Cholesterol Hitting All-Time Highs
It’s Monday so as usual of late Ivan and I were making a ‘Momentum Monday’ video. But first, I got a mostly clean bill of health from my doctor today. I joked earlier on Twitter today: It was cool to have a doctor that traded stocks…but today he read me my cholesterol numbers and said …
Reminders …The Markets and Your Data Never Sleep
I am off to New York for a few weeks tomorrow (Stocktoberfest is April 25). I did a lot of reading this weekend so I thought I would let a bunch of thoughts and links fly…hope you enjoy. As the markets bob and weave at the moment, slightly down on the year, it’s a good …
Bundles of Bundles
Just yesterday I was blogging about the relentless pace of streaming content and today The Atlantic had this piece title ‘Disneyflix‘. I rather doubt that the Atlantic is correct in saying ‘Netflix should be scared’. Netflix is just banging out content and trying to put some distance between them and the field. We are quickly …
Relentless Pace of Change in Ecommerce and Streaming Content
The markets barely budged this week, but so much is happening it is hard to keep up. Walmart has been really busy trying to keep up globally with Amazon. Tonight they are buying 51 percent of India’s FlipKart. Bed Bath and Beyond (more like Bed Bath and Begone) is teetering under the pressure from Amazon …
Whiff.com
We are excited to be investors in Whiff. Whiff aims to deliver personalized perfumes. I met the founder, Paul Trans, in San Diego about 5 years ago and he has been doing some amazing things around micro brands and ecommerce. With Whiff Paul has created a scent sequencing strategy via a 90 day ($10 monthly) …
Gold and Dapps
Two things stood out to me today The first is this Gold chart: The The second is DAPPS and a light at the end of the tunnel for the digital golds of the world. Fred has a primer on how he is thinking about the next era of crypto…one that moves them out of being …
The Wall of Insanity and The Market of Stocks
Before I get into it on the markets, a few shoutouts. I had the pleasure of attending the Propel Ventures CEO Summit today in beautiful Sausalito (north of San Francisco). Propel is a fintech venture fund and we invested together in Civic. I sat on on an incredible panel with founders in the crypto/fintech space. …