Author Archive

  • Why Do Your Best Ideas Come in the Shower?
    Posted by on December 18th, 2014 at 7:37 am, Comments: 0

    My wife tells me her best ideas come in the shower.  One time on Twitter, I saw Andy Weissman of USV tweet something similar.  I […]

  • Risk Averse Parents Stand In the Way of Startup Communities
    Posted by on December 17th, 2014 at 8:20 am, Comments: 0

    We talk about certain areas of the country being more risk averse than others.  For example, one of the reasons Silicon Valley exists is because […]

  • Discrimination Costs Money
    Posted by on December 16th, 2014 at 8:29 am, Comments: 0

    Over the past year, I have seen more articles on discrimination than I have seen ever before.  Obviously, Ferguson and NYC.  But, I have seen […]

  • What’s A Position Limit?
    Posted by on December 15th, 2014 at 11:06 am, Comments: 0

    Position limits have been a part of commodities trading for a long time.  They also are a part of the Venture Capital process.  The reason […]

  • Expensive Oil: Bad for Market, Cheap Oil: Bad for Market
    Posted by on December 14th, 2014 at 7:14 am, Comments: 0

    Ha, I shook my head when I started to see headlines that cheap oil was bad for stocks.  I also didn’t see any headlines blaming […]

  • Is Good Government In Your Corner?
    Posted by on December 13th, 2014 at 9:55 am, Comments: 0

    A lot of people say that they don’t mind paying taxes because they receive good government in return.  Schools, roads, infrastructure and other benefits.  In […]

  • CIA and Torture
    Posted by on December 12th, 2014 at 9:16 am, Comments: 0

    I am at the National World War Two Museum in New Orleans attending the opening of the Campaigns for Courage pavilion.  Spoke briefly with Tom […]

  • A Conversation With Ed Tipper
    Posted by on December 11th, 2014 at 1:49 am, Comments: 0

    Flew down to New Orleans today.  I am on the Board of Trustees of the National WW2 Museum.  Sometimes, when folks serve on museum boards, […]

  • Why Is There A Bubble?
    Posted by on December 10th, 2014 at 7:42 am, Comments: 0

    Uber raising $1.2 Billion at a $40B valuation has reinforced the idea that there is a bubble in startup companies.  People that believe that are […]

  • So You Want To Start An Angel Group?
    Posted by on December 9th, 2014 at 8:30 am, Comments: 0

    Yesterday I blogged about angel investing.  Angels do better in packs. That inherently leads to groups.  The most famous angels were a group of investors […]

  • So You Want to Start Angel Investing?
    Posted by on December 8th, 2014 at 8:40 am, Comments: 0

    As startups get more mainstream and companies get higher valuations, I have seen more interest in startup investing.  Many family offices and high net worth […]

  • Remember Pearl Harbor
    Posted by on December 7th, 2014 at 8:10 am, Comments: 0

    Today is the day that will live in infamy in US history.  It’s worth remembering Pearl Harbor, not only for the specifics of that day, […]

  • Watching College Football
    Posted by on December 7th, 2014 at 7:43 am, Comments: 0

    If you watched the championship games yesterday, you didn’t see a lot of defense.  A couple of points stuck out to me. 1.  Ohio State […]

  • Angle of Attack
    Posted by on December 6th, 2014 at 6:59 am, Comments: 0

    This is pretty cool. I watched it with an eye toward the innovative process. Pretty amazing that it was only 8 years from the Wright […]

  • Hey Advertisers: Be Sophisticated
    Posted by on December 5th, 2014 at 10:53 am, Comments: 0

    Banner ads and click through ads are so done.  One of the things I like about Tumblr is the sophistication of the advertising on it. […]

  • It’s Cheaper to Access the Market But More Expensive to Get Customers
    Posted by on December 5th, 2014 at 9:10 am, Comments: 0

    One of the metrics every startup business plan investors look at is customer acquisition cost.  Obviously, the lower it is the better, but it’s never […]

  • Evaluating Risk
    Posted by on December 4th, 2014 at 7:38 am, Comments: 0

    One of the things you do as a trader is evaluate risk.  Most pit traders did it on the fly.  Risk/reward calculus was determined by […]

  • Where Is Venture Funding Going
    Posted by on December 3rd, 2014 at 10:01 am, Comments: 0

    Hall of Fame hockey player Wayne Gretzky said to “go where the puck is going, not where it’s been.”  That’s playing hockey like an economist […]