Back in 2006 and 2007 Max and I spent a lot of time watching the Phoenix Suns. That year they won 15 straight and 27 of 29. I was blogging back then as well and so I dug up my posts. I could not resist seeing the Suns in the NBA finals so I called …
From: July 2021
Ben Hunt, Co-Founder of Epsilon Theory, Joins Me on Panic with Friends to Discuss Inflation, Financial Raccoons, and Crypto’s “The Empire Strikes Back” Era (EP.157)
I am always smarter after talking with my friend Ben Hunt. He needs no introduction if you are a regular reader of my blog so I will get right to it. You can listen to the episode here on Spotify or Apple. If you want some more details on Ben and the episode scroll on …
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 …
Happy 4th Of July and Some Good Reads
They take their 4th of July seriously on Coronado. The island is pretty much shut down for a parade and the town lines Orange Avenue and celebrates. This year they took it seriously on the 3rd so as the churches on the island could still hold their Sunday mass. I did not know the church …
The Robinhood S-1 …Staggering Growth and Financials and Fines
If you read this you might pass it around so let me remind everyone …I am biased. I am (Social Leverage is) a seed investor in Robinhood. I want my LP’s to make a fortune for the risk we took. When we invested, I had met the founders Vlad and Baiju. in 2016 I wrote …
Robinhood Files To Go Public
I had a long planned day off today to go fishing in the Everglades (south of Naples) with my friend Lewis Johnson. We had a great day of fishing and soaking up the beauty of the region though we did not catch a Tarpon. We got off the water at 3 and my phone was …
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. …