Privacy
Feels like a major theme playing out in the coming years. Need to spend some time to see how it can be best backed in the public markets. https://www.zdnet.com/article/duckduckgo-surpasses-100-million-daily-search-queries-for-the-first-time/
Mobile 2021
Mobile adoption advanced 2 – 3 years in the last 12 months. The state of mobile 2021. Read the industry’s leading mobile report covering everything you need to know about how to win on mobile in the new normal of 2021, including: Which high-growth and emerging sectors are poised for mobile disruption: how to monitor shifts in…
Presidential cycle
The markets feel frothy. They have been on an epic run. Despite COVID, Trump etc. My scans this weekend didn’t throw up any new longs. The 1st time in quite a while. The below chart from McClellan was in this weeks rotation report. Shows us that historically we’re likely in for a few months of…
The big fleet
“We’re selling our house and moving out of SF. Where should we go and why?” Justin Kan, a serial entrepreneur who co-founded Twitch, asked on Twitter in August. San Francisco’s Tech Workers Are Leaving the Bay Area – The New York Times (nytimes.com)
Facebook $FB is on watch for the next few weeks down here. Ideally it would breach the 200 similar to late 2018 or early 2020. Will be looking to buy on a break back above.
Siren craft
Lockdown saviours !
Chicken tikka
I saw these yesterday in the supermarket. Thought that looks like good chicken tikka! Turns out it non meat tikka strips. So I put it back. Then I thought it looks really good. So picked it back up and put it in the basket. Last night we had tikka & chips. It was suprisingly good.…
Filecoin
I bought a small position in Filecoin today. I’ve noticed more & more clever people I follow on Twitter talking about it. Behind Bitcoin & Ethereum. “Filecoin is a decentralized storage system that aims to “store humanity’s most important information.” The project raised $205 million in an initial coin offering (ICO) in 2017, and initially…
Bar queue
Even though the pubs are closed. Brits are still finding ways to join a queue. Brewdogs and the worlds first carbon negative beer. Last orders at 19:00 I best get back to the queue before I lose my spot.
PeteStilgoe.com 