I had a fantastic two days seeing great founders and friends at CES in Las Vegas. Last night Mike Katz (founder of mParticle) invited me to dinner and sat me with Lupe Fiasco. I had no idea who Lupe Fiasco was (my son Max does and gave me some cool points when I sent a …

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Fred Wilson shared some research that shed some light on some changes in the private markets. The gist: 2018 saw the venture capital business moving to larger and larger deals. There were roughly 200 deals around the globe in 2018 where $100mm or more was raised. And yet the number of total transactions declined slightly …

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Last month in the heat of the crash/decline I shared a chart in a post titled ‘What Could Go Right‘. The markets bottomed 10 days later and we have had a great rally. Ryan pointed out something rare technically: The last time the McClellan Oscillator went from -80 (super oversold) to +80 (super overbought) within …

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Today was a much better day to panic! Here is today’s Momentum Monday episode where Ivanhoff and I walk through the markets and the new leadership emerging. Ivanhoff is in Bulgaria with the blinds drawn as usual. His hot hand continues, nailing swings from the long and short side. Hope you enjoy. As always, I …

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It’s hard to believe Rachel turned 21 today. In 1998 the Dow closed the year at 9,181, the Federal Reserve interest rates were 8.5 percent and Google was incorporated. I had no idea what I was doing when she was born and pretty frightened the whole first year. Now I mostly stay out of the …

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My hair had a terrible 2018. I spent December at home working and resting and decided to wear a hat all the time to make life easier. Now that I am back in work/travel mode a baseball cap won’t work. I passed a hat store in San Francisco today and thought about wearing a top …

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Before I get into it…Thursday was a bearish opera. I have no idea if it marked a real bottom, but the combination of Apple bears and Gold bulls was literally at all-time highs. I can’t prove it with anything other than my eyeballs that have watched Stocktwits streams and Twitter for 10 years. What followed …

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The one resolution I made with myself this year is to read more books. I am off to a good start with ‘The Fixer‘ by Bradley Tusk who has had an amazing career in politics and startups. In his own words, ‘The point of the book to help startups think intelligently about politics so they …

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The year 2019 is starting the way 2018 ended…bone spurs in the oval office and glitches in the stock market. We got a new twist quickly tonight thanks to Apple and Tim Cook (Tim Cook will never want to check Twitter again) blaming Apple revenue problems on the trade war. Before Tim Cook stole the …

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I am out of the gates fast in 2019 breaking 7 of 8 (self made) resolutions by noon, but I did get out for 30 miles on my bike bright and early in 40 degree weather. I start out every year and pretty much every day with very strong opinions loosely held. I keep an …

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