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The Profit Bubble…Late is the New Early

We have been in a profit and cash flow bubble now since 2010. Free money, low wages, high margins, humongous conglomerates etc. Goldman Sachs and JP Morgan took their time […]

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An Open Letter to Twitter and Chris Sacca

I love Game of Thrones. Mostly because I can’t follow it no matter how hard I listen. The creators/producers/HBO can’t possibly please everyone. The stories get deeper (for Twitter it’s […]

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My Week in Beijing…

Sunny skies, good food, great hotels, great internet entrepreneurs, Starbucks, Dairy Queen…pretty much the same as Silicon Valley. I lived the good life in Beijing while attending the RenRen ($RENN) […]

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Sell in May and Go Away?

Looks that way to me. Take a look at this $10,000 portfolio since 1957: Sell in May and go away??? …It's worked since 1957: ;) source: @LanceRoberts — Shane Obata-Marusic […]

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Speculation Fever?

The world is awash in cash and time. It’s an interesting cocktail that has been brewing with the proliferation of money printing and smartphones. It makes sense to me that […]

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