Good morning… I hope to see you at Stocktoberfest in NYC this year on October 5-7. I took a few days off in New York to golf to play some incredible rounds of golf with my friend Paul Traub and our sons. Our friend Michael Silver organized the highlight...

Om Malik passed away on June 24, 2026, at Stanford Hospital after a long health journey with his heart. He was surrounded by family and friends. Om was a friend and a mentor the last 20 years. He called me about the markets and investing and I called him...

As a reminder, MarketSurge (by Investor’s Business Daily) is a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

First off…happy father’s day! Onward… What. A. Week. I watched most of this week unfold from my desk in Phoenix because it was 115 degrees outside. Too hot man. I watched way way way too much news this week. It feels like I put on 20 pounds on anger....

Join me…tickets here The scale of which SpaceX has hit the public markets is amazing to see. I read this long essay by Marc Andreessen on the company and Elon and it is hard to to be impressed or excited about the company, the origin and the vision. Have...

As a reminder, MarketSurge (by Investor’s Business Daily) is a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

Good morning… I am fascinated by great brands. Here is a basic definition… A brand is the perceived image, emotional connection, and total experience consumers have with a business, product, or service. More than just a logo or name, it represents the...

Get details and tickets here Happy Friday. SpaceX is trading $SPCX ( ▲ 19.02% ) and I think I am the only person who does not own a share. The stock has opened up and shot past $2 trillion making Elon a trillionaire. Mamdani, AOC, Bernie or Liz Warren...

Good afternoon everyone… If you have not heard of ‘Agentic Trading’ yet, you will be hearing it endlessly for the forseeable future. I find myself in the center of this trend because Stocktwits of course and our seed investments in Alpaca (fund 3),...

Good afternoon… What an exciting week for people that love markets. Stocktwits is as busy as I have ever seen it with the $VIX ( 0.0% ) spiking and the tech stocks selling off ahead of the SpaceX IPO. Late stage private markets have been incredibly active...