It is Monday which means Ivanhoff and I have done our tour of the markets looking for momentum and the clues to what looks good right now. Incredibly, the can’t find much to worry about – with respect to prices – so for this week we decided to just completely go with the flow. You …
From: November 2020
Co-Founder and President of Fundamental Global Lewis Johnson Joins Me on Panic with Friends to Discuss the Business of Investing – from Asset Management to the Nature of Cycles
It was fun to have my friend Lewis Johnson on the podcast. I met Lewis a few years back through my old friend Lowell Kamin in Toronto. Lowell was sending me Lewis’s research and we started to chat. I am fascinated by the changes in the financial advisory industry and Lewis was nice enough to …
My Latest Thoughts on 8 to 80 Portfolio Companies
Last month, I wrote about the new “8 to 80 Portfolio” we’re now offering at Compound (click here for an intro). Since then, Charlie Bilello has written up deeper dives into a number of portfolio companies. Below are my thoughts from each of those posts. If of interest, feel free to reach out to me …
Invesco’s John Hoffman and Nasdaq’s Sean Wasserman Join Me on Panic with Friends to Discuss the Mother of All ETFs ($QQQ) and Investing in Innovation
If you read my blog you know I have been banging the drum about owning $QQQ over $SPY forever. Technology has been the place for your money and going forward I expect more of the same as technology bleeds into healthcare and biotech which also make up large parts of the $QQQ. You can see …
Happy Thanksgiving
There has been a lot of pain in 2020. I am grateful to have been spared. I missed last year’s Thanksgiving completely. I was in the hospital and out cold from an infection post surgery. I only remember the pain at this point. I missed two weeks of writing before and after this post. This …
Dow 30,000 and High Performance Underwear
Nothing says Dow 30,000 more than me getting served an ad for High Performance Underwear on Instagram while killing time waiting for my home Nespresso machine to spit me out an espresso. Of course I am going to try a pair. I imagine my sharts will smell like fresh orange peels and further be turned …
The FOMO Is Back…BUT…What If This Is The Start Of The Bull Market?
We have come a long way since the panic in March. At one point on March 12th, the $VIX hit 90 and the Stocktwits Social $VIX was 2.5 (2.5 bullish messages to bearish messages). Here is my blog post from that day. That panic led to a bottom in prices over the next week and …
Momentum Monday – What Is Not Working?
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 …
What A Year For Fashology and Brad Gerstner On High Flying Growth
Before I get started, yesterday my link to the Barclay’s SPAC research was a bad one. Here you go: Barclays_US_Equity_Linked_Strategies_SPAC_Metamorphosis (1) Onwards… My fashology list expanded in 2020. I added Anta Sports (the $LULU of China) in January (here is my blog post) and Farfetch ($FTCH) a few months ago in the 20’s (shared on …
The Halfway Point …..And My SPAC Learnings
My friend Barry has a good post titled ‘The Halfway Point‘ (Barry was on my podcast recently and we had a bunch of laughs). The gist: Here is a shocking observation: The pandemic lockdown began in March of 2020. As of today, the two leading vaccine candidates from Pfizer and Moderna are requesting FDA approval …