I have had an amazing two days running around to meetings in New York. Lower Manhattan is humming. I continue to learn the subways (not that it is hard, more that I have been lazy and stubborn) which has really helped me move around I have not been on the upper east side in years, …
From: September 2022
Hello New York…I Miss You
I had a great few days in Toronto seeing my mom and sisters and friends. I am not sure if Arnold Schwarzenegger is living in Toronto’s Four Seasons or filming a movie but on my last two trips here we have been in the same elevator. Rachel was with me last time . Unbelievably, he …
Momentum Monday – The Macro Matters and It Is Awful… The Greatest Move By Time Cook…And How Zuckerberg Blew It
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 holiday Monday. …
Sunday Reads And Listens – For Founders
I tried something for the first time yesterday…paddle boarding. It is much harder than it looks. The lake was calm so that really helped… For laughs…the Sam Morril Netflix Special is very funny. Sam has a strong stand-up routine. I have listened to many podcast with Michael Mauboussin and I enjoy his investing insights. This …
Be Careful In September…
Good morning… I spent the day on the lake yesterday and it was fantastic. Jetski’s in 2022 are as good as any boat I drove on this lake 40 years ago. This picture also has Rob e-foiling in the background… I have been closely following the markets this week because it feels really heavy again. …
Hello From Muskoka
I am lucky to be spending a couple days at my friends Rob and Jen’s cottage in Muskoka. I grew up coming to Muskoka every weekend because I was lucky to have a family cottage. Here is my view as I write today’s post.. Here is the view from the dock… I think next year …
Keeping The Main Thing The Main Thing
Good morning… I am on my way to Muskoka for a few days. Last night I had dinner with my mom and sister and got to see my twin great niece and nephew for a bit which was great. This morning while I was doing my workout, I listened to Patrick’s interview with Sequoia’s Ravi …