Video: My appearance on the Charlie Rose Show
I had a blast night on the Charlie Rose with a few of my friends from the financial web. Check out the entire video at the link below! Digital Journalism and Investing (BusinessWeek)
Hot Links: Kicking the Tires
What I’m reading this morning
How Uber is Changing the Economy
I had an Uber driver tell me yesterday that the service has completely changed his life for the better. He drove a cab for 24 years and was afraid to ever give it up because of all the security that went with working for the company that held the medallion. He’s been wiping vomit out of…
The Riskalyze Report: Thowing in the Towel on International Stocks
My friends at Riskalyze have offered me the opportunity to see which stocks and funds advisors all over the country are adding to their clients’ accounts and which ones they’ve been selling. Each week I’ll present you with the top three buys and sells and we’ll track how this progresses while trying to figure out what it…
Clips from Today’s Halftime Report
Hot Links: Take a Breather
What I’m reading this morning
Kendrick Lamar on SNL
K Dot had two performances on last night’s Woody Harrelson-hosted Saturday Night Live…
David Tepper’s Current Stock Portfolio
13F’s dating back to the end of Q3 (9/30) are now out. I’ve been playing with the site Dataroma to see what some of my favorite investors have been buying and selling this fall. Below is a screengrab of David Tepper’s holdings, as per his fund Appaloosa’s latest filing. If you click over, you can…
true diversification
Cartoon by Harley Schwadron