Come see me (and the likes of Ken Fisher, Annie Duke and Ryan Holiday) at EBI West in June 24-26th in Dana Point, California. You will not be disappointed.

Quote of the Day

"Google and Facebook, on the other hand, are accountable to no one. Both deserve all of the recent scrutiny they have attracted, and arguably deserve more."

(Ben Thompson)

Chart of the Day

It’s hard to ignore the massive outperformance of consumer discretionary vs. consumer staple stocks.