From: June 2006

Muskoka – Yessss!

Can’t fully explain the good feeling. Gold up $50 the last few days – big deal. Hanging with my family and friends in Muskoka – priceless! Rob and I have been best buddies since college and I am spending the weekend at his wicked compound in Muskoka – photo courtesy of MAC Our buddy of …

A trend ready to explode – Online collaboration

We know the world is flat and shrinking. Online collaboration’s time is due. This space is set to get red hot. Let’s look at the big picture: Social networks – check Web, computer and digital camera proliferation- chacheck! VOIP acceptance and proliferation – chype! Bandwith – checkamundo Shrinking world phenomenon – check Demand – Checkmate …

Cancer – The biggest, baddest trend going

Cancer was the topic of the day in my circle. One horrible, one hopeful. My beautiful, young (51), tough as nails aunt passed away on Tuesday after a 20 year battle with Leukemia, the drugs, a bone marrow transplant and a double lung transplant. The report may say rejection of lungs as a cause of …

Lot's of leaning going on

Not able to watch the markets today with the big Fed Meeting. My portfolio is light all month. The market seems to be telegraphing a continued tough stance on inflation – which their numbers say does not exist! The LEANING seems to be, short gold, long interest rates and short the US market. When there …

Apple – weakness continues…BUT

I have this friend, we will call him Mark S. because that is his name and he is shameless. Mark is one of my best friends although I use that term often! The greatest, funnest, most charismatic, optimistic, cool, funny, loyal friend you could have. Serious. I am lucky. We have invested separately and together …

No edge – no play.

It is a beautiful morning here in Toronto and I am outside soaking in some cool morning air. I try not to look at the market when I have no edge and today is definately one of those. It is a good day to look, feel and squeeze some Cantaloupes.

Venture Success and Cantaloupes

Maybe one in ten Ventures makes it in the real world. In the world of fruit I think good cantaloupes are as rare. I was just eating an exquisite cantaloupe and it dawned on me how rare it was. A deep discussion ensued with my 12 year old nephew and my brother in-law. They said …

The Market just sucks

I can’t really pinpoint the crappy action in the US Market. I am no bull, but the stars seemed to align for a technical rally based on the indicators I follow. Not so though. I don’t short dull markets, but as each day goes by without a good rally off the lows, the liklihood for …