Author Archive

  • Market Calls
    Posted by on April 10th, 2014 at 1:36 pm, Comments: 0

    Share on StockTwits I’ve been neglecting my blog as of late and sharing my thoughts mainly on StockTwits and Twitter (and the premium service we […]

  • The Difference Between You and George Soros
    Posted by on March 6th, 2014 at 9:40 pm, Comments: 0

    Share on StockTwits When asked about the most important lessons that Stan Druckenmiller learned from George Soros, he says the following: I’ve learned many things […]

  • A Lesson In Position Sizing – How You Could Lose 25% in Two Stocks and Still Have A Great Year
    Posted by on March 3rd, 2014 at 9:16 pm, Comments: 0

    Share on StockTwits Let’s assume that at any single time you hold 50 high-beta positions with relatively equal capital allocation of about 2%. Your intention […]

  • The Next Big Thing
    Posted by on February 25th, 2014 at 3:09 pm, Comments: 0

    Share on StockTwits People ask too often what the next big thing is. Sometimes the next big thing is the last big thing. Some trends […]

  • Should Google, Apple and Facebook Act Like Venture Capital Firms?
    Posted by on February 23rd, 2014 at 11:59 am, Comments: 0

    Share on StockTwits A couple weeks ago, I watched an interesting presentation by Chris Dixon, who talked about risk taking, innovation and disruption: Big companies […]

  • Active vs Passive Catalysts
    Posted by on February 19th, 2014 at 12:58 pm, Comments: 0

    Share on StockTwits Catalysts have the potential to change investors and traders’ expectations. There are two distinctive types of catalysts in the stock market – […]

  • Wall Street’s Games – Loving Google and Hating Apple?
    Posted by on January 31st, 2014 at 3:49 pm, Comments: 0

    Share on StockTwits   Everyone wants to own the next Google or Apple, but it is easier said than done. Fifteen years ago, Google did […]

  • When Declining Correlation Meets Rising Volatility
    Posted by on January 21st, 2014 at 12:27 pm, Comments: 0

    Share on StockTwits This Market Review was originally published at socialLeverage50.com on Jan 18. The best (biotech, solar, cloud) and the worst performers (gold and […]

  • Why Are Biotech Stocks Outperforming By So Much?
    Posted by on January 19th, 2014 at 7:59 pm, Comments: 0

    Share on StockTwits Biotech stocks have gone parabolic over the past year, to a point that many have started calling them a bubble. Here’s the […]

  • Speculating About 2014
    Posted by on December 18th, 2013 at 12:26 am, Comments: 0

    Share on StockTwits There are two types of forecasts – lucky and wrong. Here are my educated guesses and speculations about 2014: 1) In 2014, […]