Before I get started…. I like to say panic when everyone else is giddy…or ‘Panic First‘. After you panic first and everyone else is panicking, I like to ask ‘What could go right‘. Onwards… This was a crazy week of selling. The crew at Stocktwits summed it up well in the awesome (free) newsletter: This …

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Finally, after all the years of me making fun of CNBC for their idiotic ‘markets in turmoil’ specials, we actually have one. The left is blaming the right and the right the left. Unless you own the Nasdaq, stocks are now flat for the last 12 months. Fat Nixon sure wasted a lot of time …

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It’s 2 am after a long day in New York and I can’t get the song My Sharona out of my head. All day it was Corona Virus conversations in New York. Elbow bumps are the new handshakes I guess. Tonight my friend Mike Katz got us a table for eight at Carbone’s which has …

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I am in New York this week working. I had a hunch that my post yesterday would get some attention and it sure did. I had some great conversations about it today. I mentioned that JP Morgan and Goldman’s Sack had been way too quiet on the fintech acquisition front. I laughed today when I …

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Before I begin…good news for people nervous about the stock market panic today….CNBC is airing a ‘Markets In Turmoil‘ tonight. It never has failed at producing an investable bottom. If you are confused or angry…you might be too heavily weighted in stocks. The warning signs have been epic. Read Ben Carlson’s excellent piece titled ‘markets …

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Happy Monday…and fasten your seat belts! 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 …

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This list that Charlie shared the other day of the top 20 stocks of the last 20 years in the S&P 500 reminded me how early we still are in the technology/digital/ecommerce boom… Monster Beverage Tractor Supply Old Dominion Freight CarMax Altria Group The best 5 stocks/companies are the ‘UNsoftware’. The only software stock in …

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Bill Gurley gave a great talk at University of Texas on finding/being a mentor and finding an immense passion. You can watch it here. Gurley called the talk “Runnin’ Down a Dream: How to Succeed and Thrive in a Career You Love“. Here is his slide deck. This speech and slide deck really speak to …

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Good morning everyone. Another day, another ridiculous idea by a social network to act like they care about news and misinformation. Today it was Twitter… To which I joked…’This is bad news for CNBC’. Onwards… Congratulations to Social Leverage portfolio company 1uphealth for raising $8 million in a series A investment. We are seed investors …

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Good morning everyone. There is so much to unpack this morning as the markets have my full attention. This post may make your armpits sweat but don’t worry, do what Mark Zuckerberg does: Everyone manscapes so please don’t judge. In fact..join the club. Onwards… The last time I was writing this much about the markets …

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