Twitter was added to the S&P last week. They replaced Monsanto which is disappearing after their merger with Bayer. The Bayer brand survives. In the moment of it I said this: Twitter added to the S&P 500 tonight replacing Monsanto. Digital seeds replace chemical seeds. Woot. (Long $TWTR) — Howard Lindzon (@howardlindzon) June 4, 2018 …

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In today’s edition of the enemy of my enemy is my friend…Fat Nixon hates Jeff Sessions so much that legal marijuana is likely a lock to accelerate. Tomorrow I am off to Dublin with the family for the Money Conference. I have not been to Dublin in over 10 years and I hear great things …

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I am excited that Jerry Seinfeld is back for another season of ‘Comedians in Cars Getting Coffee’. For years I have been battering around an idea for a similar show around investing and my favorite title of late is the one in the blog post title. In the right setting, with the right production and …

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Before I begin…if this does not make you smile or laugh… You trying to trade vs. the HFTs pic.twitter.com/XaOG7TfmED — StockTwits (@StockTwits) June 5, 2018 Onward… Here is the cover of the IMF (International Monetary Fund) June Issue right now: We keep getting smarter phones and smarter money but we can’t get the dumb out …

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Most technology stocks continue to run. If you own the Nasdaq 100 Index you are having a good year up 10 percent. The big news is Microsoft paying $7.5 billion for GitHub which is not yet profitable. It’s all about the cloud and I like Dries take on it best. Ben Thompson also goes deep …

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Before I get started, this made me laugh (reminder number 10 billion to be careful what you do online): We’ve updated our privacy policy. pic.twitter.com/qY3uahY8tB — You Had One Job (@_youhadonejob1) June 4, 2018 Today is Momemtum Monday, but due to some bandwith issues here in Tuscany I am pushing the show to tomorrow. There …

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Valuation inflation has been a big topic of discussion amongst Venture Capitalists this week. Here is Fred Wilson on valuation inflation in the seed, A and B stage. It is always a topic of discussion around stocks. I believe all markets are connected. That includes the start-up market, the venture capital markets and the stock …

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What a week. I will start with the Nasdaq because most people are here to try and make money. Everyone here knows I love charts and I flip through thousands each week to catch me up on the state of the markets. I thought JC (All-Star Charts) had the best look at the recent action, …

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What a week for technology stocks and my ‘fashology’ index. If you have been a part of this great run, congratulations. It has not been easy to hold onto stocks based on the headlines. If you have just watched…congratulations for not being short stocks based on the headlines. I am grateful for all the nice …

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