I love to do Twitter Q&A’s at least once a week. I take 15-30 minutes and let people ask me anything. It never fails that someone asks me: 1. My favorite stock (or 3 or 5 stocks) to hold forever 2. My favorite stock for the next year I never answer the question. I have …
From: November 2018
Bohemian Rhapsody
Ellen and I went to see Bohemian Rhapsody and it was great. It was fun to see some of the backstories to the songs and the band. The final scenes of Queen playing the Live Aid concert were ridiculously real. Here is the original from Youtube: Millennials are so lucky to have YouTube, but I …
The Pause That Refreshes
I’m back home in Phoenix for the weekend and the kids are coming to see us too which is great. Ellen has been busy fixing up our Phoenix home and it looks great. We like modern, simple and clean and Al Beadle created amazing indoor/outdoor living spaces that are very compact and space efficient. I …
What Did We Learn From The Panic/Selloff
I like to say if you are going to panic, panic early. My friend Morgan Housel has a classic post up titled’ When Things Get Wild‘ which has so many gems but this one about panic stood out: Your lifetime results as an investor will be mostly determined by what you do during wild times. …
How Do You Measure Investing Success?
I know most of the lines from Caddyshack. There were so many classics. Chevy Chase was at the height of his silliness and one of my favorite lines is ‘How Do You Measure Yourslf Against Other Golfers?’ If only life was as simple as Chevy Chase lived it in the movie. Which brings me to …
Momentum Monday…The FANG/FAANG Blues and Mood Matters
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 …
If I Could Turn Back Time
I have been home alone on Coronado with our dog Lindzee the last week. Time really slows down on Coronado. This morning I went out hoping to get in a long bike ride, but four miles in I had a double flat and just called an Uber to bring me home. Before the iPhone, Google …
A Few Good Reads…
Before I get into the reads…my son Max told me about ‘Red Oaks‘ on Amazon Prime. Ellen and I ripped through Season 1 and 2. Season 1 was excellent. Backstory…I took the family to see Seth Myers in New York last Thanksgiving and Max was really not interested in going. We got the backstage green …
Paying it Forward
This afternoon, I went for a long walk along the coast of Del Mar with my friend Brian who was showing me around. I live so close, but never really take the time to enjoy it. It was a fantastic afternoon to soak in the coast and the sun: Onwards… My friend Josh just wrote …
Apple and The Meta Game
I have been working from home in Coronado the last few days and it has been insanely productive. My daily view from the dining room table/desk is here: It seems like years ago that Schwab email blasted their customers after the markets had been plunging for a month to warn of the bear market. It …