Apple is back above $190, Microsoft is at all-time highs and Google is running higher (I think it may be the largest company in the world – for a point in time in 2019). The FAANG’s are under attack by the government these days, with Tweets from Fat Nixon and breakup plans by Democrats, but …

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My post yesterday struck a chord. The feedback was 100 percent positive. That makes me nervous in a Larry David sort of way. I really liked my friend Ian Sigalow’s comment on my post: Technology has commoditized access to information. It will soon commoditize access to people. When the door opens you better know how …

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If you can’t code, write. If you can code…don’t forget to write. Salesforce is the new IBM. The language of the markets and investing are the new Chinese. If you can’t code, write, or sell…you will be being paid by the hour or be billing for your hours…yuck. There is no retirement anymore. Pace yourself. …

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Tuscany-Florence-Frankfurt-Denver-Phoenix Long day. I did catch up on email and looked at hundreds of charts to catch up on the markets. Nothing gets in the way of Momentum Monday, so when I got home to Phoenix, Ivanhoff and I took our weekly tour of the markets. It looks pretty damn good if you own technology …

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Ellen and I have a long day ahead of us flying home from Florence to Phoenix. I have some Netflix shows loaded. One that was loaded that we all watched together in Tuscany is ‘After Life’ which was written, produced and starred in by Rickey Gervais. It was hysterical. He says it is his best …

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Wouter snapped this photo of me writing this morning’s blog post from the fireplace at Casetta in Tuscany. I love writing in Tuscany because of the time difference. I can have a morning espresso, go for a bike ride and sit down to write while America is asleep. My bike ride this morning was just …

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Before I get started…forgive me for my optimistic viewpoints below as this is my view as I started my ride into the hills of Tuscany this morning: Ok onwards… Tom Tunguz has a good post titled ‘Where Have All The Angels Gone‘. The gist: Startup investing is no longer a cottage industry. It’s formalized, a …

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I loved this tweet from my friend Brian Norgard on the subject of product development: Time invested in developing a product is an unreliable, often misleading metric. We overvalue things that take time and effort. We undervalue things that happen swiftly and effortlessly. All that matters is the end result. The same can be said …

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Ellen and I are in Tuscany for a few days (we always stay with at Casetta – owned and operated by our friend Xenia). This time, I invited some fintech founders and friends for the very first ‘Tuscos’ …a Davos in Tuscany. It was vey last minute, but I plan on making it a regular …

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I am having fun researching stocks right now using Koyfin. I never had a Bloomberg to use in my 18 years of running a hedge fund. It might have been the main reason following price/trend following made the most sense to me. With Koyfin, access to fundamental data in a fast, easy to use product …

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