This chart and tweet says it all, but as they say in Hollywood, the show (Momentum Monday) must go on: The China deal Phase 1 is signed but tariffs still remain. The semiconductor stocks continue to lead but the 25 percent tariffs remain are in the system causing just as much confusion and aggravation as …

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It is easy to invest in startups today. It is really hard to make a living doing it. I think the real question in 2020 is ‘Should You Invest In Startups’. I will likely tackle this question in a few upcoming posts. Because it has been so rewarding for me, I think everyone should be …

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Happy Saturday everyone. I read some great pieces this week that I wanted to share today. The first is from Matthew Ball who writes about media and gaming and I link to often here. This current piece is titled ‘The Metaverse: What It Is, Where to Find it, Who Will Build It, and Fortnite‘. Next …

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Then there were three… Google quietly joined Apple and Microsoft today as having $1 trillion market caps. Really incredible. Apple is the largest company in the world nearing $1.4 trillion. I really liked this piece by Above Avalon which considers ‘The Big Questions Facing Apple‘. Have a read. The Orange Julius tax cuts have been …

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Good morning… First off…Ellen and I are watching the documentary ‘Cheer’ on Netflix and it is great. Second…I have NO idea what the S&P will do this year. I get the question all the time and I never try and guess and it really does not matter (unless it drops 50 percent like 2008) and …

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What a great time to be a long fintech…. Yesterday Visa bought Plaid for $5.3 billion (read about it here). I did not see Visa coming for this one and likely Mastercard was a bidder themselves leading to the big number (both Visa and Mastercard were investors). Here is Visa’s deck on why they did …

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On November 22nd I walked into the Emergency Room and by the 24th I was ‘Praying for a Poop‘. Just yesterday, I realized that the poops were coming regularly again. Last week I went for a 10 mile bike ride and had no pain. That was a few months ahead of the plan I had …

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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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While I have not been on the road for seven weeks, I continue to do Zoom calls with founders pitching interesting seed stage opportunities. But from what I read, I can sense the venture markets changing a bit. Tomasz Tunguz has a post titled ‘The Health Of The Venture Market in 2020‘ that is worth …

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Some of you are getting bounced when you reply directly to my posts via the email you get. I am looking into that with Campaign Monitor. In the meantime, you can just always reply and use my email howard at lindzon dot com. Some of the economic stats I see about the US are really …

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