Good morning… I hate not being consistent with the newsletter the last few months, but I also hate phoning it In. I am in deep work mode and have had little time to organize my thoughts for the daily newsletter. On Coronado, deep work mode is much easier...

As a reminder, MarketSurge (by Investor’s Business Daily) is now 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 hope everyone had a peaceful 4th of July. Ellen and I did very little. We are spending summer at our home in Coronado. The weather has been spectacular. This morning I wanted to talk about a few long term strategies that are starting to...

Good afternoon from Coronado… Before I dive in, yesterday I shared Roy Rubin’s post on ‘Intentless Commerce’. It got a lot of great conversations going in my email from smart people in AI and E-commerce. Roy reached out and shared a longer interview/video...

Good afternoon. My good friend Roy Rubin was the founder of Magento (acquired by Adobe) which simply was Shopify before Shopify and still goes head to head with them globally. We spend a lot of time together on crazy bike rides talking about life and...

As a reminder, MarketSurge (by Investor’s Business Daily) is now 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...

Happy Sunday. I spent a few hours with the Coatue investor deck for 2025 and it was great. The full deck is here. Every tech CEO, founder and investor should go through the slides which take a good look at the effects and potential effects of AI on...

Before I get started… My son Max is off to New York to help the very popular golf influencer team at ‘Country Club Adjacent’ team put on ‘The Matzah Ball’ at The Seawane Club. Max has been a big fan of the guys and reached out by cold email/DM graduation...

Good morning… Post Trump’s bombing of Iran’s nuclear, the sickness of the social algorithms and news media has hit ludicrous mode – as one would expect in this degenerate economy. The worst thing that could happen for US media and the anti-semites is...

Good morning If you are an investor or founder you MUST listen to Fred Wilson when he gives these rare interviews (link here and below ). Fred used to be very social/prolific on the web and lucky for me it was right when I started to make software...