I remember the cries of ‘bubble’ back in 2010 and 2011 when I last attended Y Combinator demo days. It was not. Flash forward to the last couple of days and 166 companies presented at the YC Demo Day. That is staggering in the sheer amount. Techcrunch covers all 166 of them here and here. …

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I have been writing and about the sleep mega trend for over a decade. Way back in 2006, I covered it in a Wallstrip episode while bouncing around Manhattan wearing my CPAP machine (minute 2-30 onward might horrify you). My sleep problems only intensified post the smartphone. This article from GQ UK titled the business …

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The things Tim Apple does for his country. On Friday, Tim had to have dinner with the Orange King to cook up this story about how Samsung was a threat to Apple because of the tariffs. Not a dumb idea. The markets have had a lot of reasons to rollover…. Recession blathering Inverted Yield Curves …

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I am fascinated by good product and good marketing. I grew up with jingles and television commercials in my head. ‘Ho Ho Ho …Green Giant’ ‘I’d love to be an Oscar Mayer Wiener…’ ‘Plop Plop Fizz Fizz’ ‘They’re Magically Delicious’ …I still love Lucky Charms! In the era of the mobile phone and social networks …

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Everyone is talking about a ‘recession’, but it is the long boom that we should be talking about. This week WeWork filed for an IPO…the latest poster child for ‘The Long Boom’. The best take on WeWork is from Professor Galloway titled WeWTF. You must read the whole thing and then please recommend the stock …

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I am getting asked a lot about the coming ‘recession’. Here is the definition from Wikipedia: In economics, a recession is a business cycle contraction when there is a general decline in economic activity.[1][2] Recessions generally occur when there is a widespread drop in spending (an adverse demand shock). This may be triggered by various …

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I loved this Ben Hunt piece on the Jeffrey Epstein death titled ‘Superstitious Man’. What I am saying is that Epstein’s direct testimony – AND ONLY EPSTEIN’S DIRECT TESTIMONY – had the potential to create a Common Knowledge moment that could bring down – not just specific sociopathic oligarchs like Mob Boss Donald or Mob …

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Everyone is talking about negative interest rates. Everyone is so confident they know what it means. Not me. I will say one thing with confidence… Go. Refinance. Jesse Felder jokes that Bonds are The New FANG (Facebook, Apple, Netlfix and Google). Charlie points out : and… and… One day we will really find out what …

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Back in 2017 during the height of Crypto fever, the term ‘the flippening’ was used a lot. The flippening buzz was based on the idea that Ethereum or some other alt coin would pass Bitcoin in market capitalization. Flash forward to today and the chatter about a ‘flippening’ has disappeared. Bitcoin is more dominant than …

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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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