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“Man just wants to forget the bad stuff, and believe in the made-up good stuff. It’s easier that way. – A commoner in the play Rashomon. One of my favorite plays/movies, and one told in flash backs. (It’ll make sense below). Some day I’ll have to write
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Here’s the transcript from this week’s Live Q&A Chat. Q. Do you see interest rate spike within year timeframe? A. I doubt it actually. With negative interest rates and the race to devalue all fiat currencies by governments around the world, I think the pull on
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Here is a Part 1 of 3 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. I’ll send out Part 2 tomorrow and will finish up Part 3 Wednesday. (And in the meantime, don’t
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As I was leaving for NYC last week, I traded emails with Anthony Scaramucci about getting together to talk hedge fund business and politics and to catch up. The mooch runs a multi-billion dollar fund of sorts that invests in hedge funds and other things, as he used to come
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I got home last night at 2am and am back in the saddle at the office this morning. I’ll finish up the Latest Positions this weekend and will do some writing about what I learned in NYC too. TSLA’s down 5% after revealing the Cybertruck last night. My
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I’m headed to NYC tonight, will be back at the desk Friday. As usual, I have a bunch of meetings and appointments set up for the three days I’m there. Also, I’ll be on Cavuto around 1:30pm ET tomorrow and for 3 hours on Maria’s
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After noting in yesterday’s analysis that “as an investor, I wonder when the next time we’ll see a stock like Amazon as the butt of all jokes just as its putting in a generational bottom. I suppose Tesla was there when I was at that Vail hedge fund
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Hermes: “Here, Dwight. The boots only cost 299 dollars and 99 cents. You invest this penny like you wanted.” Dwight: “Thanks, dad. I’m gonna take this and buy 5 shares of Amazon dot com!” Hermes: “A risk taker! That’s my boy.” Futurama cartoon episode from July 2003 (which
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I have to admit that this week’s Live Q&A Chat was full of questions that were ebullient and free of worry. I think it might be time to nibble a few index put hedges here. I’m nibbling a few puts in the usual suspects, including SMH,
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I’ve bet much of my career by utilizing and investing in what I’ve called The Internet Video Revolution for the last fifteen years. Fifteen years? Yes, seriously. Here’s an article I wrote for the Financial Times in 2006 quaintly titled: Buy into the internet video business while
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First a personal note — I’m going to take the family, including little Amaris, up to a cabin for the next five days. I’ll be back full speed Monday. I think it’ll be good for me to get a little distance from the screen for a few days,
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Uber reported another quarter of big growth with topline growth at 30% and big losses of a billion dollars in the last 90 days according to GAAP metrics. With revenue on track to top $15 billion over the next twelve months, the stock is trading at less than 4x sales.
