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From: November 2022
Sir…About Those Bonds…And Twitter Chaos?
Tensions are high. Someone threw a beer can at Ted Cruz yesterday. Twitter tensions are very high as well. It is very stressful being a Twitter user because you get drawn into the drama from every angle. I follow investors and venture capitalists so it is impossible to ignore the Twitter saga. My friend Ted …
Momentum Monday – If You Like Industrials…And Hate Clouds…This Market Might Be For You
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 morning… It …
Sunday Reads and Listens…Jerry Seinfeld, Apple, Facebook, The Cloud and NFT’s
Good morning. Ellen bought us tickets to see Jerry Seinfeld last night in Phoenix. He missed lines, yelled at the audience, and used a lot of old material. I kid (although I am sure someone on Twitter said this). He was great. He is still at the top of his game on the stage. It …
The Fed Hates Me….And Cathie Wood Hates All Of Us
The Fed has raised another 75 basis points. ‘You should not fight the fed’ is really all I can say and do so I keep backtracking on stocks and buying one year t-bills now 4.8 percent. This morning the market is rallying even though the jobs number is still great. The FED is raising rates …
Sami Issa and Maggie Love, the Founders of W3BCLOUD Powering Web3 With Compute Infrastructure…May A Thousand Blockchains Bloom
Panic with Friends – Investing for Profit and Joy I’m excited to be doing this first episode in a series of shows over the next few months on blockchain, crypto, web3 – whatever you want to call it. As long-time listeners know, I like to draft behind smart people on web3 as I learn. At …
Your Attention Please…
The ‘attention economy‘ has been around now for a few years. I really liked this tweet from Amjad Masad that got me thinking about ‘attention’: We have seen this the most over the years with politicians and fundraising, but now we are starting to see it more with content creators on the web. I wrote …
Twitter Should Be Paying Me/Us
Gooood morning… I have been having a few laughs on Twitter since Elon became ‘Chief Twit’. I have been ‘Chief Twit’ at Stocktwits for 14 years so I hear his joy and pain. I really have no idea if Elon can make this more valuable than the $44 billion he paid, but I am very …