Morgan Housel has a great short essay out titled ‘You Better Love This‘. The investing and career gold is here: There are few financial variables more correlated to performance than commitment to a strategy during its lean years – both the amount of performance and the odds of capturing it over a given period of …

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My friends at Investor’s Business Daily had me on their show the other day to talk about my investing journey. It came out pretty good. They let me have some fun. You can watch it if you click here (scroll down to investing podcast section). If you just want to listen – click here, you …

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Yesterday I mentioned Dave Chapelle and today I will mention Bert Kreischer as he put together this hilarious 1 minute hip hop dance. Back story and video are here. It must be nice to have so much free time. Good comedians have it real good in 2019. I read this tweet yesterday from Chris Maddern …

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I live to make people laugh whether it’s Ellen, Rachel or Max. Making Rachel giggle is the gift that keeps on giving. I am a huge Dave Chapelle fan. Dave is the best at making me laugh out loud since Gary Shandling. Dave’s latest Netflix special is by far his best and maybe some of …

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I have been spending some quality time with Justin Paterno the last few months who is the head of product at Stocktwits who has been driving a lot of upgrades as well as the new Trade App launch coming soon. Yesterday he revisited the ‘App Constellation Strategy‘ in a post and it is a great …

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Nobody knows what will happen this week because of Fat Nixon’s iPhone and fingers. On Friday it was ‘don’t do business with the Chinese’ and this morning he is praising China for being calm. If he had no access to Twitter, the markets would most likely be a lot less jittery. Rates are low and …

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I am off to New York for a couple days of meetings. I have a pile of email to catch up on, a bunch of articles to read and a long podcasts for listening. Eric Weinstein (Managing Director at Thiel Capital) did this 2 plus hour podcast with economist Timur Kiran getting rave reviews – …

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I could rant endlessly about the markets and Fat Nixon/Blonde Saddam (h/t Josh Brown) after a day like today but I won’t. I will instead chat about the second most frustrating hobby (besides talking about the markets) of mine which is golf. I have really struggled with golf the last few years. I generally choose …

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Yesterday I woke at 4-15 and headed to my partner Gary’s house in Del Mar to grab his Tesla and fake self drive with him to Los Angeles for a day of meetings with founders and limited partners. I have been doing these trips from Coronado for years and each time I come home I …

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I wanted to share two more GREAT takes on the WeWork IPO. First is Matt Levine from Bloomberg. Next is Ben Thompson’s piece. I love how it opens… There is a reason — beyond the fact it is August — that WeWork’s upcoming IPO has driven so much discussion: it is a document defined by …

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