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Category Archives: Capital markets commentary

  1. Befuddlement, more than risk, brings markets down May 30, 2010

    Posted in Capital markets commentary.

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  2. The Dude abides: a new “fundamental” May 26, 2010

    Posted in Books, music, and other recommendations, Capital markets commentary.

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  3. In the presence of the fat finger May 23, 2010

    Posted in Capital markets commentary.

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  4. Perfecting strategic M&A as a leading indicator May 19, 2010

    Posted in Capital markets commentary.

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  5. If market efficiency matters, it is time to reduce and simplify May 8, 2010

    Posted in Capital markets commentary.

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  6. The fall of efficient markets April 30, 2010

    Posted in Capital markets commentary.

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  7. At the root of Wall Street, a misunderstanding April 23, 2010

    Posted in Capital markets commentary.

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  8. New media has come of age April 14, 2010

    Posted in Capital markets commentary, Sector news and commentary.

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  9. When technical is the new fundamental, all markets are like venture capital April 7, 2010

    Posted in Capital markets commentary.

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  10. Of angels and platitudes March 31, 2010

    Posted in Capital markets commentary, Of interest to entrepreneurs.

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  11. The unbearable lightness of value March 28, 2010

    Posted in Capital markets commentary.

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  12. Google, big data and efficient markets March 25, 2010

    Posted in Capital markets commentary.

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  13. The looming exit bubble of 2012 March 18, 2010

    Posted in Capital markets commentary, Of interest to entrepreneurs.

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  14. Not yet ready for an IPO March 16, 2010

    Posted in Capital markets commentary, Of interest to entrepreneurs, Sector news and commentary.

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  15. You better be nice, San Francisco March 5, 2010

    Posted in Capital markets commentary, Of interest to entrepreneurs, Sector news and commentary.

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  16. Space exploration in the atom February 28, 2010

    Posted in Books, music, and other recommendations, Capital markets commentary, Sector news and commentary.

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  17. Pace and the churning conglomerate February 21, 2010

    Posted in Capital markets commentary, Of interest to entrepreneurs, Sector news and commentary.

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  18. Facebook and the challenges of perpetuity February 6, 2010

    Posted in Capital markets commentary, Of interest to entrepreneurs, Sector news and commentary.

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  19. A promising beginning January 31, 2010

    Posted in Books, music, and other recommendations, Capital markets commentary, Of interest to entrepreneurs, Sector news and commentary.

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  20. Still too much baggage for the trip January 26, 2010

    Posted in Capital markets commentary, Of interest to entrepreneurs.

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  21. A new model for a new era January 17, 2010

    Posted in Capital markets commentary, Of interest to entrepreneurs.

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  22. The unreality of narrow circles January 15, 2010

    Posted in Capital markets commentary, Of interest to entrepreneurs, Sector news and commentary.

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  23. Navigating no big waves: a style that we must learn January 10, 2010

    Posted in Capital markets commentary, Sector news and commentary.

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  24. Google’s marketing disruption January 6, 2010

    Posted in Capital markets commentary, Sector news and commentary.

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  25. From disruption to perfection, a new era (3) January 5, 2010

    Posted in Capital markets commentary, Of interest to entrepreneurs, Sector news and commentary.

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