From: September 2018

Happy New Year

It’s nice to be home with the whole family together for Jewish New Year. I got texts from friends and family and WhatsApp’s from friends in Israel and we had a big dinner with Ellen’s side of the family and all the nephews in from University of Arizona. I love to say it often because …

Is Long Form Research Dead?

The long answer is no, but you can do very well in the markets without it. I love to share on Stocktwits, Twitter, my blog, podcasts, and Momentum Monday… I share what I am thinking and doing and not what you/others should do. Because I share what I am doing, it keeps me accountable and …

Peak Silicon Valley?

Kudos to The Economist for a clever cover story titled ‘Peak Valley‘: I plan to take all the profits I made shorting ‘the internet‘ after The Wired 2010 cover story ‘The Web is Dead’ and roll them into shorting Silicon Valley…said nobody wealthy! With the Nasdaq at all-time highs, I would be more rattled by …