Happy New Year everyone. I hope it is a happy and healthy one for everyone here. My only resolution this year is to keep blogging here everyday and to do Momentum Monday with Ivanhoff each Monday. Ivanhoff is still off galavanting around Europe but found some time with me today today for our last Momentum …
From: December 2018
Predictions for 2019…The Fed Stops Hiking and Disney Will Make All-Time Highs
Last December I made THREE predictions on this blog for 2018: 1. Supply Supply Supply and we sure got that in 2018 with lot’s of ICO’s and IPO’s. The supply brought a crash to the crypto market and though I did not discuss stock buybacks which ended up having a record 2018, they did not …
Creativity in 2019 and I Launched Joe Iannello’s Career
Before I get started…why are these two ladies at a basketball game? OK… I have been plotting some further creative outlets for 2019, but as the calendar turns I am behind. Waaaay back in 2007, after CBS acquired my company/show Wallstrip, I had an idea for an extension to the show called ‘The Naked Putz’ …
Which Software Is Eating The World Relatively Best
As the markets correct, I am hunting for relative strength. It helps me figure out who might lead when the markets inevitably turn and it also helps me think about startups and where the money and best entrepreneurs are flowing. One unexpected outcome of this market correction (so far) was that many of the widely-followed …
Aunt Rhoda
The Lindzon’s have been doing a lot of family time at home in Phoenix over the holidays. Last night we had dinner with my aunt and uncle – Jack and Rhoda Lindzon – who have a winter home in North Scottsdale. My aunt Rhoda is a cool lady. She raised three great kids (my first …
Assessing The Damage and The Death of BTFD
Today we got a great rally. It always comes a little later than you want or need if you are positioned long. I have been in the middle of a trade (long) the last week. What started out as a nibble, turned into a full stomach by Monday at the close. Today is the first …
Spending To Dominace and The Long Tail Is For Suckers
One thing this bear market won’t change is how you have to spend to dominate. Bob Lefsetz has a great riff on the subject in describing Netflix and America today: But the bottom line is dominance pays dividends. In costs, in attention, in furtherance of your mission. You lose money until you rake it in. …
Congrats America!
Merry Christmas everyone. I remember the good old days of September 2018 when America was still great and the bears were dead: In just three months since, the S&P has officially entered a bear market (down 20 percent from that tweet). It is also the worst December in history for the stock market. While I …
Momentum Monday – Ample Liquidity?
Last night I fell asleep watching ‘Marvelous Mrs. Maisel’. Pretty funny show. When my prostate woke me up this morning, I went to pee and my left Airpod fell in the toilet. Note to self, wear the large Bose headphones to bed if you take an Ambien. I am not sure of proper AirPod protocol …
Nowhere to Hide – The Other Side Of The Relentless Bull Market
It’s hard to get excited about the inevitable bounce when I know the bull market is over. In October of last year I knew we would see last week. Now it seems really obvious: The real warnings will show up in the price action. You can keep the TV off. Companies will eventually disappoint. Stocks …