At the bottom of a Jim Cramer article back in 2001 he wrote something along the lines of, "If you're an out-of-work Wall Street analyst looking for something to do, let TheStreet know." I'd written in to Jim telling him to check out my articles and analysis from my teleconomics.com website that I'd built at night while working as an analyst at an incubator in NYC.
I hung up the phone jumping up and down with excitement. An editor from TheStreet had just called to let me know they were going to start publishing my analysis. I told my friends that this opportunity to get published was going to be my big break.
Nearly two years and dozens of articles later, Jim Cramer heard that I was trying to start a hedge fund and he invited me to come to his office to help. Using hedge fund industry contacts from Jim and Doug Kass, I was able to get my tech hedge fund up and running in October 2002, launching just days before the Nasdaq finished a 75% collapse from its 2000 highs.
Also in 2002, Cramer even put me on his old CNBC show, "Kudlow & Cramer," a few times. Five years later, after having become a regular guest on TV and with long-term gains in Apple (AAPL), Google (GOOG) and a few other tech stocks, I closed down my hedge fund just as the markets were about to top again, taking a job as anchor of Fox Business' "Happy Hour."
In 2010, after 528 episodes of "Happy Hour," meeting countless celebrities, CEOs, Senators, pundits and propagandists, I wanted to go home to New Mexico where I was born and raised and where most of my family still lives. I'd been in New York since I'd bought my one-way ticket from Albuquerque when I'd graduated college in 1996. Over 15 years, I'd worked as a bus boy, Starbucks barista, secretary, stock broker, failed novelist, analyst, hedge fund manager and TV anchor. And I wanted to go home.
So in 2011, I left New York, bought some ranch land and built a house near my hometown of Ruidoso.
Clearly, much of my career's success is due to TheStreet and Jim Cramer specifically and I've told Jim how much I appreciate him and this company. I reached back out to Jim a few weeks ago and told him I missed TheStreet's community and readership. And now I'm back!
I'll be posting ideas and analysis and commentary articles on Real Money every Monday, Wednesday and Friday. Long-time readers of Real Money know that I'll try to find the most revolutionary tech companies and own them for a very long time. You might remember when I bought Apple at $1 per share back in March 2003 and wrote all about it here on Real Money.
I try to complement my long-term revolution investing approach with my political, markets and economic analysis, so I'll be touching on a lot of topics now that I'm back home.
See you Friday.
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