The markets are humbling. Even if you have no direct skin in the game – for me that is the stocks of Gamestop and AMC at the moment – you can get you ass kicked in the fallout if the trades in the system are big enough. This week that is Robinhood (of course there …

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GoDaddy is one of my favorite brands. I think it is one of the most important and underrated real estate companies in the world and it is right here in Scottsdale, AZ. I was introduced to Scott a few months back and I could not wait to have him on the podcast to talk about …

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If Larry David wrote a show about the markets since the pandemic began I imagine it would be called ‘Curb Your Exuberance’. I can just see Larry David in season 11 starting a hedge fund or of course a SPAC called Pretty Pretty Pretty Good Acquisition Corporation. Larry and I (I have written myself into …

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I like this ‘explainer’ post from Peter Heilbron titled ‘Yolo‘ that covers a lot of what I have been seeing and feeling the last month and of course yesterday which I have dubbed …Gamestop Monday. Yesterday on Stocktwits there were 33,000 $GME tagged posts (the company is now at a $5 billion valuation). In Tesla’s …

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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 out. I joked last …

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I switched my Twitter Handle to ‘Tiny Bubbles’ this week because I think we should acknowledge the asset environment we have entered. On Friday, Rachel did ask what it means and I just answered by sating that her first post college job was at Rally Rd whose tag line is ‘Assets To Appreciate’. She nodded. …

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A lot of people told me I had to listen to Jerry Seinfeld’s interview by Tim Ferris. I finally did. It was fantastic! I am a big Jerry fan so it was fun to hear him talk about his early days, the process, the craft of comedy and writing and his general philosophies. I am …

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My friend Ted Merz at Bloomberg has one of the most interesting jobs in the world. Ted has been at Bloomberg since 1991 and today heads Bloomberg’s Global News Product. That is a complicated job and this is a complicated era of news considering the 24/7/365 flow of information, misinformation and of course news. Ted …

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When I was a kid I played ‘Pong’ and ‘Space Invaders’ and Coleco Football and Mattel ‘Intellivision’. In college I stopped. Maybe if there were smartphones and no women, I would still be a ‘gamer’, but my generation was looking up not down. I found the markets because I needed a first job and I …

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My partner Charlie (who runs the advisory business Compound Advisors) and I have been chatting for a month or so about the possibilities of secular changes in the markets. Charlie put together a great post on the changes that have my attention. It begins: The most significant investing trends over the last 10 years can …

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