Last Sunday I satellited into the $5300 WPT Bay 101 Shooting Star. It’s always super exciting to have the opportunity to play these marquee events. The two highlights of my poker career are satelliting into The WSOP Main Event in…
SpaceX (SPCX) reported an excellent 3Q26 after the close Tuesday afternoon. Revenue increased 160% to $14.6 billion and Adjusted EBITDA of $8.8 billion smashed analyst estimates. Further, they guided 1Q27 revenue to $33-$37 billion. As a result, the stock is…
In a must watch interview on CNBC’s Squawk Box Tuesday morning, legendary investor Paul Tudor Jones compared the current environment to 1999. PTJ is a trader and his primary reason for saying so is “flows”. What he means by that…
I dropped out of the Phd Philosophy program at UC Davis to start Top Gun in 2006 in order to profit from the bursting of the housing bubble and the subsequent recession that I foresaw. Indeed, the market topped in…
I used to think that if there was reincarnation I wanted to come back as the President or the Pope or as a 400 baseball hitter. But now I would like to come back as the bond market. You can…
If you live on one of the coasts like me, you probably aren’t familiar with Casey’s General Stores (CASY) which owns almost 3,000 convenience stores and gas stations in the middle of the country. But as an investor you want…
Earlier tonight the great Novak Djokovic was defeated in the first round of the US Open by a 25-year old journeyman by the name of Mariano Navone. It was the first time in 20 years, at the very start of…
I’m sure you’ve noticed it. The tailgating. The not stopping at red lights. The endless car accidents. The rudeness. The incivility. The outright nastiness. The hate crimes. I live in one of nicest areas of The Silicon Valley: Sharon Heights,…
How much money is enough? We invest because we want to grow our wealth. The more money we have the more we can consume and the more freedom we have over our time. And so it feels like we could…
Yesterday (Tuesday) I wrote about a lazy trade I made on Monday. After a three day vacation from the market playing poker, working out and reading books in Rohnert Park, I was anxious to jump back in. Unfortunately, my over…
Buy Right And Sit Tight
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