Spinning A Story About Spinoffs

There were fewer US public company spinoffs last year than in the dark days after the 2008 Financial Crisis. In fact, you have to go all the way back to 1991 …

EM Blood In The Streets

“Buy when there’s blood in the streets” is perhaps the oldest capital markets aphorism out there and widely attributed to Nathan Rothschild, an 18th century British banker. The second (and better) …

Has the VC World Gone Insane?

How much should public equity investors care about the global venture capital industry? In past cycles, the answer was “Not much”. Yes, VCs added some fuel to the 1990s dot com …

TSLA: Round Up The (Un)Usual Suspects

No matter how it ends, the potential Tesla go-private transaction is the most important event of the year in the world of disruptive technology. TSLA, for all its well-known operational shortcomings …

What Crypto Bear Market? ICOs Raising Billions

Equity capital markets professionals like to talk about “IPO windows” – the unique periods of time when stock investors will be most receptive to initial public offerings. To their thinking, the …

Democrats Need Millennial Women to Win

Democrats may want to take back control of Congress in November, but their chances of doing so are currently split. One large online prediction market continues to favor the Democrats for …

Chips Ahoy! – Moore’s (Specialized) Law

Moore’s Law is one of the most important drivers of everything from Tech stock valuations to the billions of dollars that continue to flow into venture capital. That semiconductor speed/dollar will …

Drone Security Is Now A Big Topic

Even if the alleged drone attack on Venezuelan President Maduro proves to be a canard, it stands to elevate the conversation regarding this new technology. In case you missed the news, …