We chat about all of the above, managing a fast growing business, chaos, disruption, the early web and of course porn.

The web and telco has helped shrink our world infinitely, but this week I was reminded of the importance of expanding my comfort zone.

Ben Weiss of the Greylock Israel team invited me to meet a ton of companies involved in Israeli Fintech.

The themes I see are Forex and Binary Options. I am bullish on both industries but not sure how I will directly participate. I will though.

I would not expect to see Israeli financial web companies tackle the US markets and I am glad they could really care less about stocks in general.

I am sick of trading babies on Etrade (better than the actual E-Trade investors likely) and the endless battle for discount retail accounts in North America.

I doubt Forex traders as a whole have any better results than stock traders, but currencies and futures are a growth business.

With growth will come innovation and profits for good investors.

It’s Groundhog Day today and the StockTwits traders are having some fun.  How do you play 6 more weeks of winter?

The combination of good Pending Homes Sales data and great earnings from $DRH is helping lead the market and the homebuilders higher:

$GS is hovering right around brick wall resistance as I type:

Traders are starting to wonder whether this dip is similar to the previous ones we’ve had (all of which recovered nicely):

We’re no longer dealing with a rising 50-DMA:

The current confusion as to the direction of the market is only the beginning says @milktrader:

Let the price war between the discount brokers begin! This is great for traders:

Great chart from @Contrahour shows that the bulls still have some hope left:

Yestreday was my catch up to the timezone day and I landed at 9 am. I grabbed a coupe of falafel’s near the Dan Hotel and asked our concierge to get the best tour guide of Jerusalem and the Old City. We also made a stop at must see Yad Vashem . This tour will always make you appreciate your life and slow down.

I am now well rested, headed for a jog on the beach and ready for three intense days of meetings. The enthusiasm here is amazing.

I will catch a few more days of touring up north at Golan Heights on the weekend.

I was invited to a tweetup tonight in Tel-Aviv so will try and make that as well.

Have a great week.

I warm called Roger Ehrenberg in 2005 as I had read his blog and was starting Wallstrip which he was willing to chat about.  He loved the idea and was in on the first call.  I found out Roger had great instincts.  We have gone on to invest in many deals together including Buddy Media, TubeMogul, VSocial, Bit.ly, Tweetdeck, Stocktwits, and Betaworks. There are more.

I am looking forward to the ideas and businesses he helps spring. Congrats.

The stock has been volatile since birth, so it would be silly to expect a change going forward. I am tempted to own it, but will pass for the moment.

$F came out with some great earnings.  Great to see an American manufacturer execute:

$NOK is surging on earnings while $MOT is getting clobbered:

Daily Finance had a great writeup on the new Abnormal Returns.

Economic numbers weren’t too hot today.   Not sure if that’s the reason for the market selloff:

Thank god Davos is almost over:

Sentiment is starting to get bearish:

$EK is running post-earnings.  Lots of short interest in there:

@AnneMarie2006 NAILED the big pop in $NFLX.  You should check out her premium service.

$AAPL popped on the iPad news but is selling off today.  Ironically now analysts are racing to upgrade:

Hilarious:

$QCOM is getting killed after earnings:

Lots of people are saying the market is going to bounce on a Bernanke reaffirmation.  When everybody seems to think that he’s going to renominated AND that the market is going to pop on that news, you may want to take the other side of that trade:

If you couldn’t tell already…