Before I get started…this is the video of the year – a young Ivanka Trump playing with her sister Tiffany and baby Eric. Onwards… People wonder why I despise Goldman Sachs. Today’s reminder fresh from Goldman’s crack research team which I’ve titled ‘Vanguard Won’: While you trade on this drivel from Goldman’s Sack and tweet …

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I can’t believe August is here. I spent the last 30 days on a plane and got back to Phoenix last night for a few days of catching up at home. It is sooooo hot, but the city is nice and empty. I got up very early this morning for my first bike ride in …

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What a year to own stocks. The best performing asset of 2019 is Beyond Meat – at $14 billion it has a larger market cap that 30 percent of all S&P Companies – and which Ivanhoff calls a biotech edible. Ivanhoff and I discuss Beyond and tour the rest of the markets to find momentum. …

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My job is to consume information and invest. I am lucky that in my work I get to spend time with some very smart people. My son Max and I spent the week at the British Open with my friend JP Rangaswami who I have mentioned on this blog many times. Max and I had …

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Over in Ireland I was chatting with my friend JP about Facebook, Google and privacy. JP explained that right now privacy is scarce and behavior won’t change (consumers and corporations) until privacy is abundant. It’s no wonder, Bitcoin and the Blockchain have the fringe so excited. Before the smartphone, Facebook and the cloud, privacy was …

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This is my kind of stock market. I’m a trend follower and so I like seeing prices move up to the right. A melt-up is underway. This morning Google is up $100 and McDonald’s is up another $5 (I am long both). The S&P and Nasdaq are at all-time highs. Sentiment is still rather skeptical. …

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Before I get started….this guy is NOT Jewish. Onwards… I am back in the USA. I tweeted same and some of the responses were hilarious. The funniest/sarcastic advice with my green card plight came from my friend Peter who told me to fly to Mexico and just walk across the border. Yesterday I was supposed …

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I had a fantastic day visiting startups and talking to LP’s and potential LP’s in Toronto today. I landed in Toronto and my phone exploded with messages about the $300 million that Robinhood had just announced. I am excited for them of course and our LP’s. The west side of Toronto is humming with street …

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We had a fantastic time in Belfast at The Open. I have no idea how any of the players shot under par. By Sunday, when the real bad weather came – Max and I were parked in a tent most of the day. My friend JP Rangswani organized the trip. Here we are crouching under …

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I am in London working for the day. My whole last week was perfect but leave it to me to mess things up. I decided to come to London to get some meetings in today before heading quickly to Toronto while also beating the British Open traffic at Belfast airport. On my cab ride into …

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