I am a fast eater and a stain machine. That is why I LOVE my Tide pen… Last April it was cool to make fun of the giant consumer product companies like Procter and Gamble and Johnson and Johnson. The stocks were going down everyday and Amazon was going up every day. I was not …
From: October 2018
What Are We Gloating About?
The S&P is now down 5 percent from it’s all time highs. I really don’t know what is next, but the rest of these world ETF’s were once 5 percent from their all-time highs (thanks Charlie). Look at them now: Manhattan is a rich ghost town. Speaking of retail, it won’t be Bed, Bath and …
The Curse of Some Talent
My friend Ben Hunt launched a premium subscription service for Epsilon Theory. I am a customer because it is fantastic. If you love investing and want a great mentor for just $20 a month, make the investment. I spent some time with Ben at the Stocktwits HQ last week. I introduced him to the avocado …
Global Macro…To Care or Not to Care?
I’m headed back west this afternoon. I have been grinding away in New York the last three weeks, but as always, it was worth it and I had a great time. Today I did a long podcast with Patrick O’Shaunessy and that wore me out. He says it will drop next Tuesday. Next week is …
A Post Seed World
I made my first angel investment in 1994. I have been a ‘professional’ seed investor since about 2008. Bryce Roberts dropped this great post about the evolution of seed investing. He recalls: I can’t recall who was on the thread, but I can distinctly remember the subject. It was 2005 or 2006 and there was …
The Common Knowledge Game and Too Small to Fail
It was nice to see the markets bounce where they needed to the last few days. If you were sick to your stomach about your portfolio or certain stocks in your portfolio last week…this morning would be a much better time to panic. Onward… I loved this post from Ben Hunt titled ‘The Common Knowledge …
Momentum Monday – Weed and Gold?
As a reminder, Marketsmith (by Investor’s Business Daily) is now a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from Marketsmith. They are offering my readers a three week trial for $19.95. Click this link if you would like to try it …
What Does Careful Look Like? and Hard Pennies
After yesterday’s post someone said to me I like bullish Howard, not bearish Howard. I won’t argue…I like bullish Howard. But, I don’t have a bearish side. I leave parties early and based on the price action I am seeing of late, careful Howard is in charge. Back in July, I posted ‘Keep and Eye …
It Is OK To Panic If You Panic First
I love this cartoon that @stockcats posted: I am a believer in panicking early. Most of the stock investing I do is in my retirement accounts. I can panic early and if I have gains not worry about taxes. I use a long term trend/momentum strategy for part of my stock portfolio so I can …
Robinhood Clearing and Custodial
Our portfolio company Robinhood continues to take risk, delight and amaze. It’s not just software and design that makes Robinhood special. This week they announced Robinhood clearing. Robinhood now has the only clearing system built from scratch on modern technology in at least the last decade. Robinhood co-founder and co-CEO Vlad Tenev tells me. Most …