From: December 2018

Cash And Juul Are King

Ellen and I have been doing yoga three times a week for the last couple of months. At dinner last night, Ellen was telling Rachel stories about all the noises coming from me during a class. I pitched them a sitcom idea while they tore me apart….a show where people tell their friends about that …

When Will This Crash End?

I wish I knew how this slow motion crash was going to end. Right now, it is fascinating to watch the price action, feel the emotion and see the behavior. The ridiculous ‘oversold’ readings continue with the highest put to call ratio since the flash crash in 2011: The high Put/Call ratio means simply that …

Goodbye 2018…

The year 2018 has been really good to me. Ellen, Rachel and Max are healthy. Full stop. I am grateful. I am looking forward to 2019 and plan to hit the ground hard, but am taking the next two weeks slow at home with the family to end the year. I learned a lot in …

2019 – The State of Technology

Ben Thompson has a great piece up titled ‘The State of Technology At The End of 2018‘. Read it all. The conclusion: ..the enterprise market is thriving, and the consumer market is stagnant, dominated by the “innovations” that a few large behemoths deign to develop for consumers (and probably by ripping off a smaller company). …