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Top Gun FP Client Note: Going With The Flow Into Year End
Reading Time: 8 minutesNOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right hand corner of the website. …
META: Zuck Goes All In On The Metaverse
Reading Time: 3 minutesWe anticipate Reality Labs operating losses in 2023 will grow significantly year over year – META 3Q22 Press Release 10/26/22 With his stock down ~70% from its all time highs as its core business – Facebook and Instagram – matures…
Howard Schultz’s Return As CEO Provides Opportunity To Exit Starbucks
Reading Time: 4 minutes“Second to my family, this is the most important aspect of my life.” – Howard Schultz (subscription required), Founder Starbucks “This is his baby. If anyone’s going to figure out how to make this train get back on the rails, even…
Netflix Reports an Excellent 3rd Quarter and the Shares Jump
Reading Time: 3 minutesNetflix reported an excellent quarter after the close yesterday (Monday October 23, 2006) and the shares are popping today – up $4.12 to $27.35 with 8.7 million shares trading hands, according to Money Central (1:48pm EST, quotes 15 min delayed). If…
The Bubble To End All Bubbles
Reading Time: 6 minutesIf you talk to people in the crypto space, and you tell them you’re 100% invested in Bitcoin, they think that you’re super-risk-averse. It’s like the boomer coin – Liz Young, Head of Investment Strategy, SoFi Technologies [Bitcoin is] not…
Thoughts And Links
Reading Time: 2 minutesAs we work through a pretty slow day as investors try to get their bearings after yesterdays huge selloff, here are some things I’m looking at and thinking about: A lot of stocks are cheap. We aren’t dealing with the…


