I Am A Degenerate Luxurian...

I Like Quiet Luxury As Well

Momentum Monday - Lot's Of Earnings Still To Come...Tomorrow Microsoft and Google

A Sunday Story - Data, Dinner and Golf With Friends

I Love Miami and Naples

Is Apple Overvalued, Strength in Semis, The Russell 3000 Rallies to All-Time Highs and The EV Bubble

Trends with Friends EP. 48

Punch Up Live...Stand-Up Comedians Get Their Own Shopify

And Stand-Up Comedy Is Just The Start...

Investing At The Edge ...And What's Old Is New And What Goes Around Comes Around

Dinner With Friends...A Night Off

Momentum Monday - The AI Craze Lifts Semiconductor Stocks To More Highs

The S&P and Nasdaq 100 Close At All-Time Highs

Sunday Reads and Listens....Let Trends Breathe...AI, Spatial Computing and The Degenerate Economy.

Speculation as Entertainment Is A Mega Trend

Tesla’s Hot Mess, Defense Is Not Working, IPO Activity and Special Shoutouts

Trends with Friends EP. 47

The Average Life is 30,000 Days...might as well LIVE and PLAY.

The Joy Of Seeing Your Friends Do Well....

The Joy Of Writing This Newsletter