Ivanhoff and I did our weekly show and you can watch/listen right here. A roundup in case you do not want to take the time… Software continues to be sold and the rotation into ‘value’ continues. The purest of software assets – Bitcoin is technically weak and stressing a lot of bulls. The Koyfin team …

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I really really enjoyed this piece by Byrne Hobart titled ‘Y Combinator, Not Lambda School, Is Unbundling Education’. The premise: American universities are some of the most powerful institutions on earth. They provide a valuable brand name to talented people, they create incestuous networks that persist for decades, and their in-house hedge funds are all …

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Before I dive in… must apologize for all the errors in yesterday’s blog post. Normally I strategically place one error in my posts so that Ellen can find it and text me as she drinks her morning coffee. It’s our little thing… Yesterday though, from my New York hotel room the size of my iPhone, …

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I am in New York on a major east coast swing that takes me to Montreql, Toronto and then way east to Israel. Tonight I organized a quick fintech dinner for some founders, LP’s and VC’s at Peking Duck House which is one of my fave places for good duck. Without my bike and surrounded …

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I love to laugh. I am not alone. A staggering 50 percent of the 130 million Netflix subscribers have watched one comedy special and one third of those have watched three specials. As I have gotten older I don’t laugh as much but I seem to get better at making others laugh (both at me …

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I never know which tweets I share will strike a chord. A lot of my most popular tweets get few likes or retweets but get me a lot of email and texts. Those are my favorite because people are too embarrassed to engage directly with the actual tweet for fear of backlash. That means I …

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I took the afternoon off with Max to play the aweomse Scottsdale National Golf Club. For the first time in a long time we saw a few rattlesnakes sunning themselves on the course. Of course, Max made me take the pictures. He says ‘Raiders of the Lost Ark’ wrecked snakes for him. Speaking of wrecked, …

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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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It has been a horrific year for marijuana stocks. Back in March of this year, I dug into the sector a bit with Koyfin founder Rob and what blew me away most from the analysis he was walking me through was the industry as a whole was trading at 85x sales (minute 7). Here is …

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I’ve been looking forwards to having my friend Morgan Housel on the podcast. He is one of my favorite people in the world of social finance. He has put in the years writing about the markets and the intersection of psychology and investing. Today he works at Collaborative Fund and you will enjoy hearing about …

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