Back in 2016 I wrote my first ‘Death of Retail Is The Birth of Retail‘ post and it had some good links and thoughts. I concluded to stay long $aapl, $amzn, $shop and $pypl. That was a good idea and I still own Apple, Amazon and Shopify, but I sold Paypal too early last year. …

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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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I am going to try something new on the blog…a regular ‘Sunday Sentiment’ post. I am fascinated by the moods of the markets and the fact that narratives and storytelling have driven the fundamentals to the background. Because I am more excited and fascinated than ever to be a full time investor in private and …

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There are a lot of people calling Zoom ‘the next AOL’ as we start 2021. Zoom is in my 8-80 portfolio so of course I have to think about that because there is a BIG difference between a company for the ages and one that flames out like AOL. I won’t get into that today, …

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I love to tell stories. Back in 2017 I wrote a post called ‘Tell Me A Story‘ and today it feels like everyone has caught on and is doing the same. There are Snapchat Stories and Instagram Stories, but Tik Tok ‘tipped’ storytelling for a next generation. Now that the TikTok generation has discovered stocks, …

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My ‘Panic With Friends’ today is with the VERY funny Douglas Boneparth. He is a financial advisor to the yoots. I really tried to make it difficult for him to start the conversation but he smoothly worked through my banter to talk about building a financial advisor business catering to millennials. You can listen to …

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I loved the movie Fletch. When Max was young he loved it too. Little kids know silly. One of my fave scenes is Chevy posing as a mechanic and riffing ‘It’s all ball bearings‘: Fetch/Chevy got away with this because he said it with such confidence. I see this behavior all day from people talking …

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One of the great things about being an old man armchair quarterback with a keyboard is I get to change my mind and not cost too many people their jobs. I wrote some initial thoughts a couple days ago. Because I started a much smaller social network than Twitter, I never had to make the …

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Happy Monday everyone… 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 …

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I am headed for my long Sunday ride this morning but first some good reads and listens for you. Ben Thompson with his take on Trump and Twitter. Morgan Housel has a great essay titled ‘Two Worlds: So Much Prosperity, So Much Skepticism‘. This New York Times piece inspired by the ‘Auschwitz’ sweatshirt at The …

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