I despise the man but I do not to underestimate him anymore or his cult followers. I am sticking with the basics on why I think ‘Orange Julius’ is a one termer because – it’s the economy stupid! For a good take on his stupidity and the economy that will likely cost him a second …
From: July 2020
My Favorite Investing Book
I always get asked for my ‘favorite investment book’. I don’t really have one, and I have written two myself. I always recommend ‘Reminiscences Of A Stock Operator‘ because it is a great story that has many of the lessons wrapped in. Rachel has read it and Max has listened to it. I think Americans …
Momentum Monday – From Frothy To Constructive
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 …
Have a Laugh…
I’m immersed in anger if I look at my iPhone these days. On my porch I see none of the same things I see on my iPhone. That is why I spend so much time on it. I have my work to do and I am focused on getting it done, because I know more …
Am I Wearing Pants?…And Drones
My home is overrun with kids right now. Rachel and Max are working and living here at home. My nephew Jeremy has been here for a month and today my nephew Aaron is coming. It is fun to have so much late night energy around the house. I take an Ambien as their nights get …
Some Good Reads…
I thought I would share a few links to pieces I enjoyed the last few days. Fred Wilson had some good advice which I am going to follow which is to ‘Read On Paper‘ – at least the longish articles I come across each day. Glenn Solomon is a great venture capitalist at GGV and …
Ultimate Freedom
Boris Wertz (a venture capitalist who loves his career) had a tweet that caught my eye yesterday: According to Boris I am scoring high on the ultimate freedom list. I do concur. Yesterday my son came to work from home here in Coronado. I have not seen him in a month. I walked into his …
How to Succeed in Business by Bundling – and Unbundling…Financial Markets, Media and Malls
I love the business concept of bundling and bundling. I remember reading this interview of Jim Barksdale and Marc Andreessen on the subject in 2014. It is happening right now in the stock market as Robinhood traders and investors, with the help of Stocktwits and other social networks unbundle the S&P 500 and the indexing …
Investing is Hard …and Tesla Topped
Yesterday I joked in my blog title that ‘investing is sooooo easy’. The market reminded a lot of people by the close that ‘investing is hard’. At the open yesterday, Apple was up another 4 percent and Tesla was up almost 20 percent. These moves are fun but they are not sustainable. Here is a …
Momemtum Monday…SPAC, SPAC, SPAC….Investing Is Soooo Easy
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 …