I spent two hours yesterday down a YouTube rabbit hole because of a comment someone left me on Twitter about Jerry Seinfeld. There is no greater internet product/business/fun/deep learning/silly place than YouTube. I never ceased to be amazed. Nobody can copy, replace, build it again. Like most of us, I am a huge fan of …
From: May 2022
Momentum Monday – We Were Due…Will The Rally Last?
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 $19.95. Click this link if you would like to try it out. We rallied!!!! Will …
Sunday Reads and Listens…What to Expect – Markets, Founders, Economy and Comedy
Finally a relief rally in tech this week. I’ll cover the markets tomorrow as usual on Momentum Monday. In the meantime, Charlie has a great post breaking down how ‘Each Bear Market Is Different‘. A must read. Today, as usual on Sundays I am sharing some articles and podcasts and today even a couple of …
Hello Big Sky Montana
Good morning everyone. I took the day off the blog yesterday and slept in. Ellen and I are in Big Sky Montana with Max. Max scored a summer internship at the Spanish Peaks golf course and since we have never been to Montana, we joined and helped get him settled. We are on our way …
Mike Dudas of 6th Man Ventures on Crypto, LinksDAO, and Applying a DAO Model to Biotech
Panic with Friends – Investing for Profit and Joy Today’s guest is a good friend Mike Dudas. Mike Dudas is a fireball of creativity. He has many micknames, but I like ‘Fudas’ because he is not scared of an extra meal or five. I’m an LP in his fund, 6th Man Ventures, which he started …
Zoom Zoom Crash…Zoom?
I own Zoom ($ZM). It was easy for a long time and I sold on the way up and felt stupid as it kept going higher. I have been buying here on the way down below $200 and now I feel stupid again as it trades below $100. I could have bought so many barrels …
What To Expect – Let The Fear Peddling Begin
Good morning everyone. My link the other day to the Y Combinator letter advising founders to plan for the worst post did not work. Here is the post. Onwards… I am going to do a series of posts on ‘What To Expect Next’ (across public and private markets) as I continue to digest calls and …
Momentum Monday – The Rotating Bear Market
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 everyone. …
Sunday Reads …The Glut of Overpriced Companies in The Private Markets
Happy Sunday. I am heading out on my long weekly ride after I finish this post. Tomorrow I am excited to be attending Springboard at The Coronado Navy Seals Base for a one day workshop on leadership and networking with special operator entrepreneurs. I’ve lived on Coronado for years but never gotten a tour of …
Weird Moment in Time..Is A Crash Possible?
I have been spending all day, everyday the past week, talking to founders, reading quarterly letters and mea culpa’s (will share my faves tomorrow) and talking to hedge funds and venture fund managers trying to get a feel for any sense of a bottom, a turn or even an acceleration down. I sense we are …