September 26, 2016 by Dan • FREE ACCESS

In case you missed the stories on Friday, it’s not likely that Twitter (TWTR) remains an independent company much longer. From CNBC’s David Faber: Since founder Jack Dorsey formally returned to the company a year …

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August 30, 2016 by Dan • FREE ACCESS

Since I entered the business in 1997, I have experienced several significant financial market booms and busts. Asset bubbles inflating, over-inflating, then popping and overshooting on the downside.  Since 2000, the largest public equity market …

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July 27, 2016 by Dan • Commentary

The semiconductor industry is in the midst of one of the most massive waves of consolidation the technology world has ever seen.  Yesterday it was announced that Analog Devices (ADI) is making a near $15 …

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