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December 13th, 2018

The State of Startups and Being Audacious

Today Robinhood launched a free checking and savings account, a Mastercard debit card and a 3 percent cash interest rate. My friend Matthew texted me this morning that Robinhood is audacious in the best possible way. Matthew is a CEO of a Unicorn company himself and he knows audacious! Like I wrote on my blog […]

December 13th, 2018

2019 – The State of Technology

Ben Thompson has a great piece up titled ‘The State of Technology At The End of 2018‘. Read it all. The conclusion: ..the enterprise market is thriving, and the consumer market is stagnant, dominated by the “innovations” that a few large behemoths deign to develop for consumers (and probably by ripping off a smaller company). […]

December 11th, 2018

Carpe Volatility – Getting Ready for 2019

I love market volatility. It helps usher in new trends. My friend Jack Damn pointed out this volatility stat on Stocktwits today: There’s been 6 days this quarter when stocks completely reversed an intraday move of at least 1%, the most such swings since 2011 You know what happened in 2012 after markets calmed down…FAANG. […]

Momentum Monday....Everyone Picks on Apple and More on IPO's

December 10th, 2018

Momentum Monday….Everyone Picks on Apple and More on IPO’s

As a follow up on yesterday’s IPO blog post of mine, today Recode was out with a story that $SLACK and $AIRBNB might do direct listings. The groundwork/roadmap from Spotify’s genius CFO has been laid. Onwards… It sure does feel like the era of the BTFD (Buy the F**king Dip) is behind us. The HODLR’s […]

The Future of IPO's

December 9th, 2018

The Future of IPO’s

Before I get into it…this made me laugh: Onwards… I might as well chime in with my 4 cents on IPO’s. In 2017 it was all about the ICO’s which was probably the cycle low for IPO’s. As we now know, the ICO was a mostly awful distraction. I participated in just one ICO – […]

Bull Traps, Death Crosses and Bear Flags

December 9th, 2018

Bull Traps, Death Crosses and Bear Flags

This is the investing money quote from Brian Shannon weekend: Bull markets punish discipline and reward conviction Bear markets punish conviction and reward discipline. The trick is to find the balance in both environments I remember the good old days of last weekend when I wondered if we were all clear on this correction… On […]

December 8th, 2018

Go Rachel Lindzon G0

Rachel was having a nerve wracking week waiting to hear Friday if she would be accepted to University of Arizona’s Eller program – more specifically the intense one year program at McGuire center for Entrepreneurship. She texted me yesterday that she was one of the 40 students selected. Ellen and I are so proud of […]

Be Fearful Before Others Are Fearful And Less Greedy In General

December 7th, 2018

Be Fearful Before Others Are Fearful And Less Greedy In General

It has been an intense five days of meetings and presentations in Manhattan. The weather has played nice, allowing me to walk up, back and across town to almost all my meetings. As the markets were crashing the last few days the term ‘be fearful when others are greedy, and greedy when others are fearful’ […]

December 6th, 2018

The Next Consumer Wave

According to my friend Brian – It feels like there might be another consumer wave coming. Yesterday Google and Amazon announced they will be offering Airpod alternatives. The Amazon/Google news is great because the Airpods are fantastic, but too expensive for most of America. Both Brian and I think this will lead to a lot […]

December 5th, 2018

Investing Rules Do Not Change…and The Future of Technology and Society

The First Book Written About a Stock Market Is Selling for $300,000. It has appreciated 900 percent over the last 30 years. The four principles Vega sets out are reasonably applicable to any amateur trader today: On the off chance that you’re wrong, never give anyone advice to buy or sell shares. Take every gain […]