It was not a good day to be any Michael Cohen on Twitter. This Michael Cohen (covers the Green Bay Packers) made me laugh when he tweeted this: The Michael Cohen raid was summed up well at law blog Popehat I prefer to watch right now as the markets decide if this is a wall …

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‘Apple is way behind in AI (Artifcial Intelligence) and the trade wars will crush them in China. They have peaked!’ That was a conversation between two of LP’s that I take very seriously on all things technology. I just listened and did not even argue. I don’t argue with smart investors and geeks people when …

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We are all over diversified. I am guilty myself. I was reminded of this reading about quarterback Drew Brees buying $9 million worth of diamonds as an investment. This next generation of investors is going to have a massive supermarket of investment choices. It will be interesting to see how they deal with it.

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Today was our 12th Social Leverage Palooza for portfolio companies and our limited partners (this year in Scottsdale). We have so many great portfolio companies and founders that have made the trek each year to brainstorm, present and network. The highlight this year was Narvar‘s founder Amit Sharma have his 12 year old daughter Anika …

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This Larry David tribute to Mel Brooks was so funny. It’s fun to watch legends whether it’s Jordan Spieth today at Augusta or Larry and Mel. Thank goodness for YouTube as well. A legendary product and service.

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If this does not make you smile… Listen in as @garyplayer narrates Gary Nicklaus Jr.'s hole-in-one on No. 9 of the Par 3 Contest. #themasters pic.twitter.com/9NTARoy3gE — Masters Tournament (@TheMasters) April 4, 2018 One of favorite weekends of the year is Masters weekend. I am on 10 group chats with 50 bets going. My favorite …

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I have been cautious enough as of late on this blog. It’s time for an optimistic riff and rant. As I chase the good energy, the sun and smart people around the world I see too many good things to stay negative (re deploying capital) for long. While I am on the defensive about stocks …

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It’s more fun when the markets trend up. The good news is there is always a market trending up. Right now one such market is Indian Banks: I don’t own Indian Banks but I thought I should point it out because you come here for momentum and all your other daily email emails and new …

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Ellen and I watched The Gary Shandling tribute the last few days on HBO that was put together by Judd Apatow. It is long and we loved it all. I was/am a huge Gary Shandling fan but did not know much about his life. Now I do. I remember exactly where I was when Gary …

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