From: July 2021

Recos!

Over the long weekend we caught up on some great shows on streaming. The first was ‘1971’ on Apple TV which we watched because of a reco from Bob Lefsetz. The next was ‘Somos’ on Netflix which was a slow but very realistic and intense look at how the Mexican cartel just takes over a …

Momentum Monday – Mega Cap Summer?

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. Good morning everyone. …

The 8 to 80 Portfolio Update

I have been investing my own money in the stock market for decades and for the last ten or so years had settled on a simple 8 to 80 list of companies. Back in October 2020, my partner Charlie, who runs Compound Capital Advisors (we started it together), decided to build and manage the portfolio …

Vinny Lingham, Civic CEO and Multicoin Capital General Partner, Joins Me on Panic with Friends to Discuss What’s Next for Crypto Following The Recent Crash (EP.156)

Today, my good friend Vinny Lingham joins me on my podcast to talk about crypto. I have made a lot of money just following his long term belief in the sector and decentralization. You can listen to the podcast here on Spotify or Apple. For more details on the podcast and Vinny, read on below. …