Good morning. Before I get started, the other evening I chatted with my friend Josh Isner, the President of Scottsdale based $AXON post their earnings call. They are now a fast growing and massive $38 billion company. Josh joined when they were a tiny...

Good morning … In the spirit of Saturday shopping, our portfolio company Manscaped offered up a discount code to our LP’s, founders and I am sneaking in my readers of 15 percent off – use code ‘PALOOZA’ The Social Leverage charm offensive in high...

What a great day for Robinhood, their shareholders and the ‘degenerate economy’ (and my degenerate economy index). Robinhood announced earnings after the close yesterday and the momentum gods are happy with the stock at all-time highs and a market cap of...

Good morning… I spend a lot of time reading and thinking about, now investing in the ‘degenerate economy’. To be clear for people new to this newsletter, I use the term ‘degenerate’ a little differently than the ‘degens’ themselves do. ‘Speculation...

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 from Los Angeles. If you follow me you know I have a long history with golf and golf investing dating back to a seed investment I made in Golfnow back in 2006. Despite struggling with the game myself, my son Max’s love of the game and...

As I have done every year since starting this blog/newsletter back in 2006, I have some predictions for 2026. I will start with the same one I have every year…the market for ‘retail investing’ (the Instividual) will grow. Furthermore, I predict/believe...

Good afternoon everyone, In this episode of Trends with Friends, Michael Parekh, Phil Pearlman and I are joined by special guest Lewis Johnson (CIO of Capital Wealth Advisors) as we tackle the seismic shifts shaking up global markets. We cover a lot of...

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 new year to everyone… It is quiet this morning in Coronado. Even more than most mornings. Last night, Ellen, Rachel and I had an early dinner and champagne and retired to the media room. Max is in Lisbon, Portugal testing vape flavors and having a...