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 …

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Ben Hunt started a good conversation today about stock market returns and alpha. It started with this: Alpha = private information. Period. Full stop. It continued: I understand that we’d like to think that smarts + process + time = alpha. It’s one of the little lies that we tell ourselves to get through the …

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I see crazy memes of people doing stupid things all day on social media and I will tag them with ‘Not Jewish’ every once in a while. Today’s winner. The death of retail has been an endless meme of smartypant venture capitalists and analysts and they have been mostly right the last 4 years: That …

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We went from a stock market ‘glitch’ in December to a National Emergency in February. All the while, the S&P has moved about 40 percent to be in the same place. This turbulence has definitely shaken out some weak hands in the stock market. On the eve of this national emergency I checked the all-time …

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I am really struggling with my writing. The rest of my life is fantastic… so only the daily readers are suffering with my struggle. I do feel your pain. I have always assumed that by writing something every day on this blog, my writing habit would just get stronger and writing would just be easy. …

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I gave my son Max an extra ‘work’ assignment for his second semester of college…three paragraphs about his daily life. I set up a Google document and told him not to stress about grammar and just let it flow. The blank page is a daunting beast each and every day. I was not sure what …

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This weekend, Ellen and I binged on the hysterical season 2 of Netflix show ‘Friends from College‘. Season 1 is great as well. I think Fred Savage steals every scene he is in, but the whole cast rocks. At the end of each show, Ellen and I would just look at each other and laugh …

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Good Monday morning everyone. I am off to SF and the Valley for a few days of work. The markets are continuing to grind through the negativity and resistance and many new names are at or near all-time highs. The December meltdown combined with the January melt-up has some fresh leadership. The familiar names continue …

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I say this every year it seems, but this time I really mean it. It has NEVER been a better time to be an entrepreneur. Bessemer Ventures ‘State of The Cloud‘ got me thinking about this topic I see to write about every year on this blog. A decade ago there weren’t any private cloud …

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I was told news, even fake news, was a bad business. The New York Times chart says something different: I marked the chart with the date Fat Nixon took office. The stock is up nearly 200 percent since the election. There have been lot’s of ways to profit while everyone mopes and bitches. Have a …

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