It is my son Max’s 21st birthday. In any other year, this blog post would be written from Las Vegas. Instead I will head to his apartment for a beer and a shot. Max is a great storyteller with an incredible zest for life. He was a happy go lucky kid (on the left) He …

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What a long strange trip the last 45 days have been. On March 12th, the VIX was approaching 90 as most of us began to lockdown in our homes for real. I blogged that ‘selling exhaustion‘ of stocks had already set in. I was a buyer into the exhaustion. The markets bottomed a week later …

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I have avoided the weed stocks as a group because I do not smoke and have no real interest in studying the industry to get an edge. I do not use CBD’s either though I have tried them in various forms. I am a limited partner in a marijuana hedge fund and a private company …

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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 is already pushing 100 degrees in Phoenix. The beaches are about to open this week in San Diego so I am looking forward to heading to our home on Coronado soon. Max turns the big 21 this week as well. I would take him to Vegas, but you know…COVID. I continue to get a …

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The pace of change in retail/e-commerce is making my head spin. This chart I created today compares the ONE year chart of public companies Restoration Hardware, Wayfair (e-commerce home furnishings and decor) and Simon Property Group (premiere mall REIT): Over the last year leading up to COVID, it was a Restoration Hardware world. They were …

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While I often say ‘to the optimists go the spoils’, a lot of things have been bothering me as this stock market bounce/rally has continued on this month. Yesterday, Google cut its marketing budget by 50 percent for the second half of 2020. Of course everyone is making cuts but Google has better data than …

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I had my friend Villi Itchev on ‘Panic With Friends‘ last week to talk software enterprise investing, but the conversation covered a lot of ground beyond that. Villi is a geek and an ex investment banker with the amazing ability to explain big investment themes in ways people can easily understand. My favorite thought from …

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Welcome to the great oil panic of 2020. I have no idea what is next, but it does not seem to end in 2020. I wanted to learn a little bit more about the oil market so I called my friend and Alan Shurr over in Florida. Alan lived around the world for 30 years …

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Before I get started…there are SIX more ‘Panic With Friends’ live for your listening pleasure and now 58 total episodes. Click here to listen or go to Spotify/Apple Podcasts and search my name. The lastest episode is with a great business thinker and investor Tren Griffen who has spent the last 18 years as a …

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