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Despite recent reports, the Facebook user base is not shrinking. Here’s a quick look at monthly active users from yesterday’s earnings deck: There’s an elasticity of scale that I think $FB has reached that will protect it from mass exodus from the platform no matter how many ads they paste to its pages. Its so…
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You still have 24 hours to enter The Sohn Investment Idea Contest. Basically, you can pull one all nighter, do the best work of your life and become famous like Ackman or Einhorn. Its that simple. Here’s the contest detes and sign up HERE. And here’s Joel Greenblatt offering some last minute advice if…
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Instead of reading what journalists write about the Theil / Andreessen debate, much better to watch the full interview. This is excellent:
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Don’t love the name but this video is out of hand and more details coming this week: Read more about this on The Verge: Microsoft IllumiRoom is a coffee table projector designed for the next generation Xbox $MSFT
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Yesterday, I was interviewed by Howard Green at BNN. We talked about the future of Bitcoin and I entertained the notion that large companies will get involved and might create their own currencies. You can watch it HERE. We can use the early days of the internet as an analog as large companies rushed…
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Just did the Google Hangouts with All Star Charts (AKA JC Parets). We wrapped the week that was and talked the SP 500, Singapore & the buoyant bond market. Have a look… $SPY $EWS $TLT
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There must be a small group of geniuses inside the Googleplex who have been observing Bitcoin and thinking deeply about potential implications. While many of us smirk, myself included, at the illiquidity and the volatility, Bitcoin raises some big and novel issues that might seem obscure at this point: First, Geopolitical & Macroeconomic – Let’s think for…
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All I am hearing about the flash crash is how bad it is and what a threat to the system it is but for the most part, its just overreaction by those who forget market history and the way it has always been. We have been hearing about the threat since the May 2010…
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Over the weekend, Barron’s published a bullish cover in conjunction with its Big Money Poll. Here it is (ht: @tradewithmojo): I was a bit surprised by the timing of it, not because it comes after such a big run in the indices but more from a seasonality perspective as it comes just a week…