From: May 2016

The State of Fintech in THREE Charts

I am in beautiful Hong Kong at the moment for the RenRen ($RENN) CEO conference after a great few days in Amsterdam where I was a keynote for the FintechStage show (proof below): I put together a lot of charts for my keynote, but it is these three that have me thinking the most about …

The Death of Retail is The BIRTH of Retail

Amazon started killing retail in 1999. This weekend they announced private label brands from food to diapers. Makes sense to me. No matter what Amazon does, they will never kill all of retail. In fact, they are only helping with a the speed of reimagining. For sure, Amazon is running on all cylinders. Especially the …

GoPro… Any Lessons?

GoPro is in the 9’s today after hitting an all- time low in the 8’s just yesterday. Here is a chart: The stock hit $100 in 2014 so congrats to any shortsellers.  If you look closely….. The trickiest and nastiest part of the GoPro riches to rags stock story was in August 2015 when analysts …

Millennials Like to Trade…Not Just Chat…an Update and Stocktwits and Robinhood Integration

In November of last year, StockTwits announced that it had partnered with Robinhood to bring true social trading to the largest investing and trading community. The integration enables StockTwits members to connect their Robinhood accounts, trade commision-free from their watchlist with one swipe, and easily share the trade with their followers. It is available in …

Apple …What Have You Done for Me Lately?

Apple stock is back below $100 and down $200 billion in market cap from the highs. I am reminded of this favorite Monty Python scene: Apple has given us the iPhone and in the NINE years of it’s existence the iPhone part of Apple has done $500 BILLION in sales and $250 BLLION in gross …

The ‘Feed’ has Never Been More Important  

NY Mag has a report out saying that the feed is dying: Yes, is you follow entertainment or any news other than sports and finance, the reverse -chronological feed is not only dying but was a bad distraction.  In my world, the financial markets, the real-time feed has always been everything. Anything that happened one …