Tech: Bigger Is Much, Much Better

We came across three stories in tech-disruption land over the weekend that really hammered home the importance of scale across both fundraising and business execution. It is a theme that goes …

5 Early Warning Indicators For US Stocks

“It’s quiet out there… Too quiet…” So goes the old movie line, usually spoken by a laconic hero, surveying the landscape and wondering when the enemy will arrive. US equity markets …

Which FANGs Are The Most Crowded Trades?

A fun fact for US equity market watchers who enjoy etymology: the modern English word “Fang” comes from old Norse/Germanic roots and originally meant “to seize or capture”. That is neatly …

Woody Allen and Crypto Currencies

“80% of success is showing up.” Woody Allen wrote that in a letter to William Safire in 1989, and it remains one of our favorite sayings to this day. It is …