We have never had so much free speech (United States). How do I know we have never had more free speech…the orange guy in the White House. I believe free speech is a right, but I also believe it is a privilege. When someone chimes in about free speech on Twitter I just block them …
From: February 2020
Debt Is Coming….The 700 Year Fall of Interest Rates
I am excited for the weekend. I had a nice ride yesterday and plan on a couple long rides today. February in Phoenix has been a little chilly but perfectly sunny. I have a busy week next week with a board meeting in Los Angeles Monday and the rest of the week in New York. …
Tesla Tesla Tesla…Nasdaq 10,000 Is So Close!
I have been transfixed by Tesla the stock the last few weeks. The stock has killed more shortsellers than the Corona Virus! Three weeks ago I finally walked into a Tesla store in Scottsdale and asked to be outfitted (I am not buying a Tesla). Obviously I should have done this at least a year …
Why I Love Seed Stage Investing
My friend Roger Ehrenberg had a great post recently titled ‘Building a Seed Stage Partnership‘. Roger and I have seeded companies together since 2006. Roger invested in my last two companies Wallstrip and Stocktwits and is an LP in our Social Leverage funds. I’m biased but there are few seed investors better than Roger. Roger …
Don’t Ask For Permission and Don’t Beg For Forgiveness…Go Mike Bloomberg
My friend Josh Brown had a couple of excellent tweets yesterday… You know what Michael Bloomberg didn’t do? Spend two months traipsing around diners, drive-ins and dives in Iowa to beg for a handwritten piece of loose leaf paper in a high school gymnasium. Guy’s trying to win in 2020, not carry on norms that …
Tesla…When Will The Pain Stop for Shortsellers
I am off to San Francisco today. I imagine I will see a lot of Teslas magically dodging poop and syringes. In Phoenix, Tesla’s are all over the clean roads. On Stocktwits, there have been many signs that Tesla is in the middle of an incredible run. For the last month or so, Tesla has …
Momentum Monday…Pass the Masks and Do Not Cough Anywhere Near Me
I don’t have much insight into the Corona Virus but the markets started caring last week. This is a longer post today as I tried to brain dump all the reading and chart watching I did this week. As always Ivanhoff and I took a look at the markets to see what is working and …
How I Invest Our Money – Big Changes
This made me laugh and it is mostly true: Onwards… In the spirit of transparency, Ellen and I have made some changes to how we will be investing our money. As I have been writing in the last two posts on ETF’s and Wealthtech trends, I am bullish on ETF’s, the wealth management sector and …
Weathtech Trends
When there are trillions of dollars drifting about and governments around the world are printing money with no end in sight, the wealthtech and wealth management businesses offer endless opportunity. There are all kinds of wealthtech trends and there are the wealthtech trends that I care about. I remember telling Fred Wilson back in 2007 …