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Is a Bubble Popping?
Not sure if you have been paying attention, but prices in commodities have made big moves over the last few months. Oil gets the attention. Cushings, OK Crude Oil Futures Contract 1 data by YCharts...
View ArticleWho Needs A Bank?
Yesterday, Roger Ehrenberg of IA Ventures sent out some thought provoking tweets. Here’s one. Increasing bank regulation and high fixed costs are dooming vast swaths of their empires. Specialized...
View ArticleValuations-Be Careful
Been talking to a lot of different startups in different industries at different stages about valuations. I have a couple of portfolio companies going out to raise money, and one that just finished....
View ArticleHow to Organize A Network
Networks are all around us. People are familiar with online networks and they have almost become a cliche. Meeting in person is still stronger than meeting online, but online driving personal face to...
View ArticleWarren Buffett And Seed Investing
Warren Buffett released his annual letter to shareholders Saturday. I love reading his letter. It’s full of tremendous common sense. “There are certain things that cannot be adequately explained to...
View ArticleThe Hot Deal
Yesterday the NASDAQ ($QQQ) hit 5000. Hasn’t been here in 15 years. My friend Brian Lund had a nice write up about the differences between 2000 and 2015. The tech market hitting highs made me think...
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Are You A Puppet?
If you read ZeroHedge enough, you will eventually think dark thoughts all the time. His blog is predicated on fear. Sometimes there are some posts there that give a person pause. This post was one...
View ArticleMore on Trade Following Apps
With the democratization of Fin Tech, I am seeing more and more trade following app companies. The basic idea is unsophisticated traders can follow more sophisticated traders, learn and profit. There...
View ArticleThe Old Ideas Are Old
Was reading the Chicago Booth Capital Ideas magazine. They always have some interesting articles that will cause you to think. I will get a few blog posts out of them. One that struck me was an...
View ArticleWinter is Coming
If you graduated from college in 2009, you have never known a bear market. For your entire adult life, interest rates have been at 0%. When I was 18, I borrowed money in a student loan program. I...
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