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Quick Twitted

I post a lot of things on Twitter these days and tend to leave the website for long form stuff, but I know many of you aren’t Twitter users so I think I will start cross posting some of my tweets here so readers don’t miss out on some of the good stuff. Twitter is great because it’s short form and I know my long form content can put people to sleep so maybe posting some of the short form Twitter content will be a nice way to mix things up.

The June Mutual Fund Observer is out. Some good stuff in there as usual:

 

Mary Meeker’s 2016 Internet Trends Report is up. Again, lots of good macro thoughts. Here are some highlights and the full presentation: