From: June 2010

Old People and the Internet

It is June on Coronado island and it means one thing…lot’s of coupons and limping. Many of my older friends from Phoenix have made the long 6 hour shlep from the heat in Phoenix to the ‘June Gloom’ of San Diego. To my kids, I am old, but to me, 60 is old … just …

'Momentum Monday'…I Wish!

In going through the price checks the last few weeks it has been easy to be cautious. The leaders are thin and overowned and there is too much retail and gold. That can change fast but $GOOG $ $INTC $MSFT $RIMM and now even $HPQ are just too weak at the moment and Apple is …

Joan Rivers The Enrepreneur

I loved Joan Rivers documentary. I remember watching Johnny Carson for years as a kid, at least 35 years ago and I would especially like first time comics. Gary Shandling probably gave the best opening performance I ever saw as a kid. I was not a fan of Joan Rivers. At 18 I was doing …

Wall Street Meat – Andy Kessler

One of my favorite interviews so far is this one with Andy Kessler who really knows the dark lessons of Wall Street. ‘It is a royal pain in the ass to manage someone else’s money’ I love his style of investing (trends), writing and his experience and candor is second to none for aspiring hedge …

Oil…Apple…Cloud

In the big scheme of the last 10 years it makes sense that Exxon $XOM is the largest company in the world and Apple $AAPL is the second largest. That said, Apple has passed some amazing companies to get into second spot and really are not far from top dog. Apple sells personal and computer …

British Petroleum…The Fannie Mae of Oil

British Petroleum $BP is worthless. It may trade for 2-3 more years and even rally now that I have blogged my opinion (no position), but stop the insanity. The American taxpayer owns it. Figures. No upside, all the downside. My dog likes to dig holes and I am running around my backyard of my rental …

Congrats WorldGaming.com….Now VirginGaming

I made my first private gaming investment this year (through SocialLeverage ) because my best friend Rob Segal was taking the helm. Rob is uber successful having sold his agency to IPG back in bubbly times and running Sony Playstation for years in Canada. He showed me WorldGaming and it was obvious that if it …

Oh Canada…Tar Sands!

$BP is dominating the headlines, but it should not dominate your time as an investor. I sat down with my pal and Stocktwits Director of ‘Research and Responsibility’ Gregor Macdonald to catch me up on all things oil spill, oil $USO, gold $GLD and Natural Gas $UNG. I definitely got caught up on the stories …