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From: January 2022
Is Tech Dead?
My mom was calling me all week (she lives in Toronto). I was not returning her calls because I figured like everyone else she was calling for my opinion about the wreckage in software and cloud stocks. For my mom’s 8oth birthday we got her an iPad and my niece Jordie subscribed her to my …
The Magic of Vestaboard
Before I get started… The new Aziz Ansari Netflix comedy special was really funny. Onwards.. Back in 2016 I made a small personal investment in Vestaboard. I forget how I met Dorrian (I forget what I had for lunch yesterday…and we chatted yesterday and I forgot to ask him how me wet), but when he …
Mark Gerson of Gerson Lehrman Group on Charity, Investing, Inflation, and Valuations
Panic with Friends – Investing for Profit and Joy I am excited to share my conversation with Mark Gerson, the co-founder of GLG – the original expert network. Mark has seen a few things in the markets and investing so we talked about it all. I joke that the kids have it so good …
You Stupid Son Of A Bitch
Today, Jerome Powell will be babbling about inflation and is expected to raise interest rates. Despite everyone knowing what he is going to say, everyone is still talking about it. That is how markets work in an era of a thousand communication apps. In an era where if you do a little digging you can …
The End of Memes? …. NO
Last week I wrote about this correction/bear market being the end of FOMO. Over the weekend crypto crashed and I imagine 100’s of thousands of leveraged crypto accounts were wiped out. Yesterday, Matt Levine at Bloomberg wrote ‘Maybe The Memes Are Over?‘ The gist: This week is the one-year anniversary of the GameStop thing. From …
Momentum Monday – Have A Gameplan
Good morning everyone. If you did not have a game plan for this week, you should. Stocks continue their free fall and crypto has been cut in half over the weekend. If you like smoking Philip Morris is breaking out to all-time highs. The condom and baking soda business of Church & Dwight is also …
Nothing Like Price To Change Sentiment…The Saturday Crypto Crash
I was going to take the whole weekend off from the blog but I can’t. Too much in my head that I needed to jot some thoughts down… I am working from Coronado for a few days and it turns out losses feel the same no matter how awesome your scenery or workspace is: I …
The End of FOMO (Fear of Missing Out)
My friend and partner Charlie sums it up here in this chart and tweet: I hate the terms bull and bear market, overbought, oversold, cheap, expensive and price targets. Investing is about money management and all of us have different risk profiles. If you own gold, oil and defense stocks (here comes war) you think …
Kelvin Beachum Jr, Offensive Lineman for the Arizona Cardinals & 2022 Walter Payton Man of the Year Nominee, on Investing, Leveraging your Network, and Parenting with Intention
Panic with Friends – Investing for Profit and Joy I am very excited to have Kelvin back on my podcast, this time in person. Most important I got him to say the ‘secret words’ …multiple hottubs. Kelvin is a great guy with an awesome sense of humor who refuses to arm wrestle me. We …