I will admit that I was surprised to see the market so friendly on a day when Apple warned about sales because of the Corona Virus. I won’t complain. I figured Apple would be down at least 5 percent and that the semiconductor stocks would be smashed. I also figured Nike would feel the China …
From: February 2020
The Motley Fool
Yesterday my friend Adam invited me to a ‘Coinscioi Capital‘ dinner to hear David Gardner speak. David and his brother Tom started Motley Fool 27 years ago, when ‘America on Line‘ was the internet. I walked up to Dave to introduce myself and it was cool that he knew who I was and we had …
Momentum Monday – A Little Froth Is Fun
Happy Monday everyone. The markets are closed today. Ivanhoff and I still put together our Momentum Monday episode. You can watch/listen here. As I mentioned in the title of the post, there are a few signs of froth. First Tesla shot too $1,000. This week they were smart to use the run up in price …
Another E-Commerce Aha Moment….And Amazon Should Still Buy Twitter
Before I get started…I was riding in the hills of Paradise Valley yesterday and ran into Wile E. Coyote and his Mrs.: Amazing how they camouflage so well in the desert (lower left). Also why you should not leave your dogs out alone in many areas of Phoenix and Scottsdale. Onwards… Way back in 2009, …
The Price of Admission
A happy belated Valentines Day…this was pretty cute. I had a productive few days in New York and am looking forward to the weekend. The stock market is on my mind (likely too much), mostly because it has stopped making much sense to me. I am trying to stick to the basics right now because …
Daddy…What’s A Melt Up…AND…Do Not Fight The Fed
Before I get started this made me laugh Actually, everything about the markets and our leadership is a laugh at the moment. If you are in it you are laughing and if you are not, you are the joke. In September, The FED started QE4 after being bullied by the President. That was the all …
It’s Good To Be Back…And Ringing The Register on Some Shopify
It feels good to be back on the streets of New York. Chris and Rob from Rally Rd picked a great spot in SOHO – Gran Tivoli – for a brainstorm and dinner…I won’t shoutout the names to protect the innocent: As always we got to chatting about startups and the markets. With a group …
The Colonoscopy…Laugh Out Loud
I have ten half written posts from my flight to New York today. I will probably finish a few of them, but it was one of those days where I could not finish a thought. Lucky you that I have been going down a Jim Gaffigan rabbit hole on YouTube. I did not even think …
Old Time Venture Capital and Nasdaq 20,000
When I was a kid I loved the movie ‘Slaspshot‘ (1977) with Paul Newman. It was a low budget, hysterical movie about a rag tag group of hockey players in a small town. There are a couple scenes that stand out in my head as the team went back and forth between ‘old time hockey’ …
Momentum Monday – Stock Pickers Having Fun
It looks like a quiet open to the markets this week in the USA. It is the last big week of earnings with hundreds of companies reporting. The same can’t be said for China. Good luck leaving: As always, Ivanhoff and I took a tour of the markets to see where the money was flowing …