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 afternoon from …
From: September 2022
My 57th Birthday Climbing Stelvio …
I turned 57 yesterday and was joking on Stocktwits and Twitter that ‘I am so old I come to Fintwit for the bond picks‘. I am having one hell of a birthday week thanks to my pals and the Alps. I am so incredibly grateful for how lucky I am to have these opportunities and …
I LOVE The Alps
Our crew of eight has moved on from Lake Como to the Alps. We did it in style with a helicopter to the town of Bormio an amazing place if you like being outside all the time biking, hiking and skiing. Technically, Lake Como is the ‘foothill to the Alps’. I loved loved loved it …
Best of Panic With Friends: Ted Merz – Journalist Turned Product Manager, Former Global Head of News at Bloomberg on Financial Journalism and Information Dissemination in the Age of Social Media
Panic with Friends – Investing for Profit and Joy Long time listeners know I’ve taken a few weeks off to go climb some mountains on my bike. I’ve just departed Lake Como, wrapping up this leg of my crazy cycling ‘adventurecation’. You can follow my rides on the Strava app. In the meantime, I’ve been …
Goodbye For Now Lake Como…I Will Be Back
I have no idea why I have never spent anytime at Lake Como. Ellen and I had a meal here with friends a few years back on way to Tuscany, but we never thought of just spending time here. I grew up spending summers at Lake Simcoe and Lake Muskoka outside Toronto. Lake life is …
Momentum Monday…People Are Too Optimistic About Growth and Technology
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. Yes I know…it …
Should USA Ban Tik Tok?
Good morning everyone. It seems like banning TikTok is a big subject right now. This weekend the tech CEO’s and ‘speaking tour elite’ (Scott Galloway) got together and complained. I have been for banning Tik Tok as it became dominant because I have been to China and not been able to use American apps. They …
Sunday Reads and Watches and Listens…Apple, NFT’s, Nolan Ryan and Incrementalism
Happy Sunday… My view this morning from a perfect cafe about 300 steps up the hill in Lake Como… Yesterday afternoon we took a scenic boat ride along Como which really helped me appreciate the area… The lake is 45 km long which is much bigger than I thought… Today will be the first ride …
Como Como Como
What a place. This morning I ran, walked, crawled straight up the steps of Moltrassio which was a hellish 1 mile up from the lake. I have no idea when the stone path/steps were put down but they have to be hundreds of years old. My Strava did not capture the full elevation gain for …
Hello Lake Como
Good morning. I have been training pretty hard all summer for eight hard days in the mountains starting at Lake Como and wrking our way to Stelvio pass (I climbed it once before in 2016 and hope to beat my time by 60 minutes). Readers have been asking me to post the itinerary for the …