REFLECTIONS & PREDICTIONS
This year won’t be last year, that much we know. Nor indeed will it be the inverse, which is inconvenient. So, starting this year as last year, but simply turned face down on the desk, is a trap. The place […]
Technology sector
WHAT DO THEY KNOW OF ENGLAND?
Let us look at tech, private equity and this seeming market bounce, driven by those sectors. The NASDAQ is up almost 10% at 11,320 after a trio of twelve-month lows in the mid 10,300’s, the latest of those lows just […]
Tech Wreck or Much Ado
Talking Tech today – We think that market cycles are longer and far less repetitive than we like to assume. Asset price ramps – the tech story But each speculative ramp up and blow off in assets shares much the […]