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Category Archives: Capital markets commentary

  1. The brevity of our perspectives August 4, 2011

    Posted in Capital markets commentary.

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  2. Deflationary groupthink and a market solution August 1, 2011

    Posted in Capital markets commentary.

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  3. Looking west but south of where you would expect July 24, 2011

    Posted in Capital markets commentary, Sector news and commentary.

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  4. Our multidirectional economies ahead July 22, 2011

    Posted in Capital markets commentary, Sector news and commentary.

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  5. From the Great Recession to the Great Divorce July 10, 2011

    Posted in Capital markets commentary.

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  6. The implications of hurdle rate convergence July 7, 2011

    Posted in Capital markets commentary.

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  7. Reality and perception in markets no longer manufactured June 24, 2011

    Posted in Capital markets commentary.

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  8. Adjusted causes and effects of an adjusted bubble June 21, 2011

    Posted in Capital markets commentary, Sector news and commentary.

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  9. To have and have not in a bubble June 5, 2011

    Posted in Capital markets commentary, Of interest to entrepreneurs, Sector news and commentary.

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  10. The short path from focus to insularity June 2, 2011

    Posted in Capital markets commentary, Of interest to entrepreneurs, Sector news and commentary.

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  11. Public signals for private markets to watch May 25, 2011

    Posted in Capital markets commentary.

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  12. The need for hackers outside computing May 21, 2011

    Posted in Capital markets commentary.

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  13. Beyond the secondary one-off trade May 18, 2011

    Posted in Capital markets commentary, Of interest to entrepreneurs.

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  14. A finance purist’s view of artificial markets May 15, 2011

    Posted in Capital markets commentary.

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  15. The product, the business and the relativity of exits May 13, 2011

    Posted in Capital markets commentary, Of interest to entrepreneurs, Sector news and commentary.

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  16. Varieties of consolidation May 10, 2011

    Posted in Capital markets commentary, Sector news and commentary.

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  17. Of seedlings and an anniversary May 7, 2011

    Posted in Capital markets commentary, Of interest to entrepreneurs.

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  18. Of currencies, equities and startups May 4, 2011

    Posted in Capital markets commentary, Of interest to entrepreneurs.

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  19. Contrasting styles of CEO: Google and the Fed and their signals May 1, 2011

    Posted in Capital markets commentary.

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  20. A bubble of non-commitment April 28, 2011

    Posted in Capital markets commentary, Of interest to entrepreneurs.

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  21. Investment and consumerism in parallel April 25, 2011

    Posted in Capital markets commentary, Of interest to entrepreneurs, Sector news and commentary.

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  22. An entrepreneur’s guide to the trading desk April 21, 2011

    Posted in Capital markets commentary, Of interest to entrepreneurs.

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  23. Incomplete, almost correct, miscalculations April 14, 2011

    Posted in Capital markets commentary, Of interest to entrepreneurs, Sector news and commentary.

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  24. Value creation, distinct from money supplied April 8, 2011

    Posted in Capital markets commentary, Of interest to entrepreneurs, Sector news and commentary.

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  25. Entrepreneurs inside uneven bubbles April 5, 2011

    Posted in Capital markets commentary, Of interest to entrepreneurs, Sector news and commentary.

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