December 15, 2016 by Dan • FREE ACCESS

Investors in U.S. equities have been buying stocks based on an assumption that the incoming administration will be “pro-business” (lower corporate taxes and less regulation). For the most part, investors are correct to assume that, …

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December 13, 2016 by Dan • FREE ACCESS

This morning Venture Beat ran an article (via Reuters) Silicon Valley VCs are growing wary of on-demand delivery, as an investment in such businesses is waning: many VCs have lost faith in a sector that …

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November 7, 2016 by Dan • FREE ACCESS

There is debate as to whether or not basketball great Michael Jordan actually said “Republicans buy sneakers too” in response to criticism about his famously apolitical existence. Apocryphal story or not, he did set the …

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September 12, 2016 by Dan • FREE ACCESS

The nearly $200 billion in semiconductor m&a in the last 18 months has less to do with what drove the sector historically (PCs & Smartphones) and more to do with emerging technologies like drones, artificial intelligence, …

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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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June 21, 2016 by Dan • Commentary

Back in August if 2011, Marc Andreessen, co-founder and general partner of venture capital firm Andreessen-Horowitz penned a prescient essay in the Wall Street Journal explaining; Why Software Is Eating The World. At the time, skeptics wondered …

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