A few weeks back I wrote it would take a real idiot in charge to screw up the American expansion. Today I will talk about tariffs and the possible idiot. Have a look at this chart: This trend change in tariffs is staggering. Even if reversed tomorrow, and it won’t, large corporations won’t trust the …

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The economy used to be all about plastics and ball bearings Today it is all software AND logistics. Andy Kessler has a great piece about how logistics have helped lengthen the expansions and change the business cycles. Have a read. This morning the FED is talking about easing interest rates so stocks are ignited once …

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The first half of 2019 was a blur. I continued to ride the ‘software is eating the world’ trend to some pretty good results, but outside my world of software startups and technology stocks, the world did turn and even in my world there were some massive surprises. Let’s begin: The S&P was up approximately …

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I hope everyone had a great 4th of July weekend. Right now the markets are continuing to look great. Price action continues to indicate higher prices. Dips are being bought. The risk continues to be ‘headlines’ and trade/tariff rhetoric. The S&P is up 20 percent and a lot of hedge fund summer vacations may be …

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I get asked all the time who I read and so I wanted to re-share some posts on the subject that I have fully updated. I have updated my recent What I Read, What I Pay For, Who I Follow and How to Get Started Investing. Have a read and try out some of the …

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Toronto had its first earthquake as Kawhi left town for the Clippers. Max texted me yesterday that he felt his first earthquake in San Diego. It knocked over a fan in his bedroom and he had no idea what was happening so it scared him. I was with Ellen in Vegas at Caesar’s Palace when …

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Last week I wrote about this great market in ‘The Trend Is Your Friend‘. It turns out that the last 10 years are ‘The Best Ten Years Ever‘, according to research from Michael Batnick. There is a lot of cheerleading going on at The White House right now about the economy and the stock market. …

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I loved this quote form poet Maya Angelou: Success is liking yourself, liking what you do, and liking how you do it. I got it from ‘The Chart Report‘ a new fave daily email I get from my friends Patrick Dunwila and Steve Strazza who are doing a great job curating the social web for …

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Every day I get one or two invitations to speak at a conference from ‘people’ on Linked In. Yesterday I got one of the strangest: I was too scared to click through, but just might because I am confident there is no ‘pee tape’. I posted the same on Twitter and the comments were really …

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Fred Wilson is bummed about the Knicks and turned it into a blog post about early stage investing and disappointment. I think a lot about disappointment because I am an optimist. Until I began investing in other people’s startups I had only myself to blame and if I was hard on myself I was mostly …

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