Well… they did it. British voters opted to leave the European Union, and in the process sent the financial markets into a tailspin. But the biggest victim here would appear to be the British pound. The night of the Brexit, the pound was down 12% vs. the dollar, and while it has rebounded modestly it’s...Read More

I gave my thoughts to CNBC’s Martin Soong on Microsoft’s (MSFT) $26 billion takeover of LinkedIn (LNKD). While I am a long-time Microsoft bull, the company has a terrible track record on acquisitions, including the $7 billion purchase of Nokia in 2013 (which was effectively written down to zero), the $6 billion purchase of online...Read More

Amazon (AMZN) is firing on all cylinders right now. In a market really searching for a growth story, Amazon is providing it. After smashing earnings estimates last month on the back of better than expected results from Amazon Web Services — and posting its most profitable quarter ever — the news kept on rolling in...Read More

I sat down with Rastegar Capital’s Darren Manzari and Ari Rastegar to talk about how investments in stocks and commercial real estate complement each other.Read More

I joined CNBC Asia last night to chat about Apple’s (AAPL) new iPad Pro. I should start by pointing out that I am an Apple bull and long the stock myself and in client accounts. That said, I’m realistic, and I don’t see the iPad Pro amounting to much. It might peel away a few...Read More