Random musings on financial topics from a finance professional based in Manhattan.
Views on markets and why options are worth looking at for shorts right now.
Reflection on losses and current price action. Plus thoughts on my kids and what I'm learning there.
Why I'm still negative and bleeding money + how good Succession is in its final season
Patience and common sense are going to be critical to managing the current market landscape plus the ideas I'm working on.
Remembering that investing is a marathon with hurdles and not a sprint. Plus thoughts on personal capital.
Thoughts on the market and why SIVB/SBNY are a harbinger of things to come. Plus updated crypto thoughts.
My thoughts on SIVB, SI, markers and how to avoid wrecking your career.
The markets are hard and no real outsized opportunities exist. Plus the importance of understanding that markets are different by region.
Updated thoughts on the market, reflecting on my mistakes, and the hype of Chat GPT.
Why markets will remain trapped in a trading range and why you should question these optimistic outlooks from companies reporting.
Latest thoughts on the market, the upcoming downturn in semi analog and data center spend plus updates on Netflix.
Thoughts on some themes I'm tracking, overall mkt views and my tiktok exp.
Thoughts on why this is the end of the beginning not the beginning of the end plus other thoughts on crypto and trading.
My thoughts on where we are, why bullishness is just wrong and how FTX broke crypto.
Thoughts on where value exists despite an awful and deteriorating macro environment. Plus the FTX / Binance disaster and what it means for crypto.
Current market thoughts, recap of China, and what to short and where to be careful in this upcoming earnings season.
Recognizing playing the Powerball is easier than making short-term market calls, just sticking with long-term view that we are fkd. Plus updated thoughts on China.
Still bullish near term but lacking catalysts plus why I think NWSA is an asymmetric idea.
Why I'm tactically bullish near term but very bearish long term + plus thoughts from an investment legend and why you should listen to the most talented investors.
Why I think markets still rally and updated thoughts on NFLX
Thoughts on the recent market turmoil and how Disney lost the magic touch.
How BBBY broke the meme market, updates negative market views and thoughts on Three Arrows Capital.
Explaining the meme stock phenomenon and why I think markets are screwed despite the current rally we are seeing.
Why I remain negative, why bear markets are tough and the potential winners coming out of this market and economic cycle
Why markets are still in trouble + what is edge really and some thoughts on why Netflix will be a losing investment.
Current views on the markets, why Buy Now, Pay Later should be renamed Sell Now, Sell Later, and thoughts on stock based compensation and how to value it personally.
Thoughts on markets and strategy plus why I hate ride sharing.
Thoughts on the current market situation, the ZEN deal, and why NFLX has more headwinds than we think.
Thoughts on the current markets and the amazing management of the Golden State Warriors.
Discussing why Anaplan shows that software assets are not properly valued, why markets are more inefficient than ever, and the way different global markets are exhibiting different behaviors.
Thoughts on the China Internet insanity and why it's historic + thoughts on the different types of software growth.
Why the Google / Mandiant deal only serves to accelerate the Cloud Wars between Google, Amazon and Microsoft plus thoughts on margin trading
Thoughts on current state of markets and two potentially interesting software ideas
Thoughts on what to do post the Russia/Ukraine conflict and why it's important to be different when you invest
How Governments in their mandate to prevent the Great Depression created a cult of day traders who don't want to work plus what the Russia / Ukraine news means for markets. Finally, thoughts on Marvel and Disney.
Thoughts on the changes to the payment landscape and how it is impacting Paypal. Plus admiration for Alphabet and the new management team. Sorry on the first one. Wrong audio file uploaded
Why Russia is a serious problem and what it means for markets + a follow up on recent software m&a speculation and why it's the downside support in software assets is super compelling
Why the current rally doesn't change last week's thinking plus thoughts on ride sharing and the challenging future it faces.
Why this is different than the tech collapse of 2000 plus thoughts on how Craigslist failed.
Thoughts on the Facebook earnings disaster plus why NFTs/crypto are riskier than you think right now.
Thoughts on why the current rally has legs but you need to be cautious. Plus thoughts on why software is an amazing business model
Discussion on the latest market movements and thoughts on the rise of Tesla and why its entry into China changed the game.
Thoughts on the current market action and a recap of Microsoft earnings
Thoughts on current market gyrations, where to invest, and why today is scarier than ever. Plus a review of the recent Netflix earnings results.
How hedge funds work and thoughts on how to approach investing.
A brief primer on how stock markets work and some random thoughts on the success of live sports and the NFL.
A view on crypto by some random 40 year old finance guy who lives in Manhattan
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