I had a really tough ride this morning (according to my workhorse guide Andreas), but I had no problem with it. There was a 500 meters pitch of 17.5 grade climb that would normally force me off my bike but not today. Yesterday I mentioned I was not really seeing things clearly and today things …
From: March 2022
Is It Time To Buy Some Tech Stocks?
Good morning from Tuscany. As you slept I had my third good ride in Tuscany. Despite all the time on the road this week I have no clearer view of the markets. The downtrends are gathering steam and I remain mostly on the stock market sidelines (I own a lot of crypto still and some …
Momentum Monday…Hello From Tuscany and Protect Your Capital
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. Hello from my …
Sunday Listen – Gavin Baker and Patrick O’Shaughnessy ….Is Growth Dead ?
I am on my way to Florence and Tuscany. We just landed in Zurich which is a wonderful airport. Yesterday I listened to Patrick O’s podcast with Gavin Baker. Gavin is one of my favorite technology investor follows and reads. You can follow him on Twitter here. I believe we share only one seed investment …
The NFT Crash…Don’t Despair
My Degenerative Ape Wife NFT is crashing (now $700). I am going to hold it because it was a gift. In October my pal Yoni Assia sent me this Degenerative Ape Wife which I could have sold for over $4,000. I blogged at the time about the ‘NFT Etiquette Rules‘ regarding this gift. The Financial …
I’m A Lucky Man…And A Productive Week
I am a lucky man. The weather has mostly stayed dry this week in New York. Ellen and I have been staying close to Rachel in SOHO so we have seen her everyday as she heads to work. Ellen was able to help Rachel find a new apartment for her next year in the city. …
Kyle Samani, Co-founder and Managing Partner of Multicoin on Accelerating the Adoption of Sovereign Software, Designing Token Systems that Capture Value, and Why Composability is the Key to Crypto
Panic with Friends – Investing for Profit and Joy I’ve got Kyle Samani back for his third appearance on Panic with Friends. As usual, Kyle does a fantastic job of breaking down crypto with compelling use cases that will leave you with a better understanding of where we’ve been and where the promise of Web3 …
AngelList is a Miracle of A Company and Getting Better With Age…And Vertical Remains a Great Way to Go Horizontal
Good morning everyone. Yesterday was one of those long days of New York running around to meetings. It was fantastic. For dinner, Rachel, Ellen and I got to hang with our good friends Mike and Kass Lazerow and we had a great Italian meal at Babbo Ristorante. Today I have Stocktwits board meeting and a …
Buying Broken IPO’s….Almost There!?
It was a busy day in New York but it was fun to meet with portfolio founders and grab a great lunch burger at PJ Clarkes in midtown. The weather was great so I was surprised how quiet the city was. Midtown is sadly very quiet still and a bunch of my old favorite restaurants …
Momentum Monday…Aluminum Is Eating The World as The World Barfs Software Stocks
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. Happy Monday. My …