It’s Monday, which means it is time for a tour of the markets and momentum. As I mentioned last week, Marketsmith (by Investor’s Business Daily) is now a sponsor of the weekly show. All the charts you have been seeing and will continue to see are from Marketsmith. They are offering my readers a three …

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I have shared posts from Ben Hunt’s blog before and today I wanted to share an older one titled ‘Sheep Logic‘. It is a longish, but fantastic read. This paragraph really got me nodding: Why are we being trained to think like sheep? Because sheep are wonderful prey animals. They pay the rent with their …

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Here are all the amazing soup slogans Campbell Soup has given us over the decades: Soup is still good food. Delivering it Campbell Soup way (via cans)…not so much (at least in the eyes of Wall Street). Looking at a one year chart of Campbell Soup you would think that Trump and Wilbur Ross hate …

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My summer starts next week. Yes…I am lucky. My work life is in Gmail, Google Docs and my iPhone. In Phoenix, summer started a month ago when it started crossing 100 degrees daily. I am already sick of it. When we moved back to Phoenix from Coronado a couple years ago, part of the deal …

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There could be 32 states offering legal sports betting within five years…gambling may even be legal at Bushwood: My good friend Greg Bettenelli just so happens to cover the sports betting industry from the angle of a Venture Capitalist in Los Angeles (he is also a great golfer and horse handicapper) and he just wrote …

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Happy Ramadan…or as us Jews like to say…a great month to go to our favorite middle eastern restaurants. To the markets… I get excited about stupid things. Today it is a big breakout confirmed in my ‘fashology‘ part of the portfolio. Nike, LULU and Apple are all at all-time highs. Fashology is a big part …

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David Frankel – a great Venture Capitalist – reminded me that R.I.P Good Times was written by Sequoia Capital almost 10 years ago today. On Twitter he was pondering whether the $100 billion Softbank Vision Fund was the beginning of the end of this cycle. I replied to him with this tweet: In October 2008 …

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It’s Monday, which means it is time for a tour of the markets and momentum. Something new this week is that Marketsmith (by Investor’s Business Daily) is now a sponsor of the weekly show and I get to add some creative production over the next few months. All the charts you have been seeing and …

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Yesterday I was blogging about BIG. It’s not just the internet giants that have gotten big. There is a FANG (Facebook, Apple, Netflix, Google) of your eyes. The company is EssilorLuxottica. My favorite read of the weekend was this piece by The Guardian titled ‘The Spectacular Power of Big Lens‘. I know quite a bit …

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The big are getting bigger in the tech world and maybe that’s just the way it is meant to be in the era of the internet. I enjoyed the reads below which had me shaking my head at the size, scale and opportunity these companies are both attacking and creating. Ant Financial…a spinoff from Alibaba …

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