I did a podcast with Sam Maule of FintechInsiders and I am really happy with how Sam interviewed me and polished the final cut. Sam pulls out some of the key things I have learned from years of starting companies and investing at the seed stage. You can listen by clicking here. I am paid …

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Ellen and I are having a fantastic week mostly off the grid in Aspen. I have had a lot of time to catch up on reading and sleep. Today we did a 10 mile hike. As usual, I watch of the yearly and all-time high list and all of a sudden Disney is starting to …

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Kara Swisher got a long interview in with Mark Zuckerberg. Zuckerberg talks about everything from China to Infowars to whether he should be fired over the Cambridge Analytica scandal. Seeing almost everyone uses Facebook and or Instagram I think it is worth listening to or reading the full transcript.

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I am having a great time at The Fortune conference in Aspen. I have gotten to see some old friends and make some new friends. Our (Social Leverage) portfolio company WagWalking has a new CEO Hilary Schneider, who I have never met, and we got to meet because she is at the conference. I ran …

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The headlines will be all Netflix tomorrow. Ivan and I ignore Netflix on this week’s show (they will be fine) but do share some new ideas as we tour the world of momentum in the video below: The real (good) news for the markets continues to be the strong breadth. My friend JC (AllStar Charts) …

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You can’t have a Nasdaq 10,000 series of posts and not talk about China and India. This Buzzfeed piece on the state of the mobile phone infrastructure and market in India was great. I had never heard the term ‘next billion’: Ever heard of the Next Billion? It’s a term that the big tech companies …

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This tweet from Raoul Pal caught my attention today re Google: I really, really want to be bearish on US equities but with $GOOGL breaking out of a wedge, its really difficult to argue the case of broad weakness yet. Same with the ISM still elevated. pic.twitter.com/fBjausuEVr — Raoul Pal (@RaoulGMI) July 14, 2018 Smart …

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I have a lot more to say on Nasdaq 10,000 because when we get to Nasdaq 9,000 the Nasdaq 10,000 stuff I am writing now will be in every headline and useless. One of the biggest changes between the Nasdaq bubble in the year 2,000 and the Nasdaq today is the fact that great internet …

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The Nasdaq is back at all-time highs again tonight at over 7,800…so pretty much everything in my silly world is golden. The last time I saw this many ‘breakouts’ I was 14 and looking in the mirror. I’m celebrating like any 52 year old would do in 2018 …I’m loaded and lathered up on CBD’s. …

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I am always trying to save time when it comes to catching up on markets. Gun to my head right now if I could only use two quick and concise sources to feel caught up it would be: 1. Stocktwits Daily Rip 2. Abnormal Returns from Tadas. If you need to go deeper, both offer …

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