Last night I had a long brainstorm with my friend Farbood, the founder of Coinmine (we are investors in his company). Farbood and I were chatting about his roadmap and progress and he mentioned Coinmine’s new weekly missive ‘The Liberty Crypto Reader‘. Farbood also penned this great post titled ‘Bitcoin: The Living Room Revolution‘ and …

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My friend Roger Ehrenberg is a great angel (seed) investor. We have had some great wins together and of course had a few losses. He just wrote this great piece about building a seed stage investing firm. I bring it up because I have been getting a lot of emails from people that want insights …

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I have been on the road most of January and February. This week at home I have been excited to catch up on work at home and get back in my fitness routine of yoga in the morning with Ellen and a bike ride in the afternoon. I wake up at 5 am to work …

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As we end February, the S&P has closed higher nine weeks in a row. The number of times this has happened into a major market top in the past 40+ yrs is zero (h/t Urban). Momentum Mondays are more fun when the momentum is really thick – like right now! I will get right to …

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Warren Buffett’s (Berksire Hathaway) annual letter is out, and while it’s long (about 1100 Tweets), it is worth reading. The returns are staggering (this is also the link to the 2018 letter). My friend Brad Feld put it simply: Every year, one of my favorite things to read is the Berkshire Hathaway annual letter. The …

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The S&P 500 is up 11.4% in the first 36 trading days of 2019. This is the best start to a year since 1987. Just 9 weeks ago the Volatility Index closed at 30.11. Today it closed at 13.51. At -55%, that’s the largest 9-week decline in history. Investing is so easy…right? Here is Berkshire …

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We have a new portfolio company at Social Leverage called Koyfin. I asked my friend Rob Koyfman, the founder of Koyfin, to do a demo of his product with me. HERE IS THE DEMO. It is fun to have a powerful desktop terminal, with incredible charting, for tracking markets, portfolios and doing research. The mobile …

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I am off to Breckeridge this morning from New York. As usual, I planned late and the hotel for the conference my pal JC is organizing is sold out. I texted JC to see if he could help and got a friendly reminder that I am still a nobody: Onwards… I talk to young people …

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I wrote about Alpha a few days back and it has been a continued topic of discussion for me in my meetings and calls this week. Ben Carlson wrote this excellent pice titled ‘First Mover Alpha‘ that has a great explanation of how alpha changes over time – at least in the public markets. Read …

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I have a couple of charts to show you today… First is a chart of the price of coffee: Coffee prices are down 70 percent since 2010…no wonder Starbucks is back at all-time highs. Imagine if they sold weed… Charlie Bilello posted this market statistic on bear markets that caught me by suprise… From its …

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