Alternative Investments

Top 10 Lists, Venture Capital

Top 10 Twitter Accounts for Founders & Startups

Top 10 Twitter Accounts for Founders & Startups

Twitter can be a wonderful source of information – IF you know the right accounts to follow. This post lists (in no particular order) my top 10 Twitter accounts for founders, entrepreneurs or anyone working to build a company. A few notes about the list. First, it was incredibly hard to narrow […]

by × August 3, 2021 × 0 comments

Alternative Investments, Business Strategy, Startup resources, Venture Capital

Framework to evaluate opportunities across conviction & risk

Picks, Shovels & Risk. The best way to profit in a gold rush

In 1848, James Marshall stumbled upon a shiny, metallic substance near his sawmill in Coloma, California and set in motion a movement of wealth-seeking speculation that turned into the California Gold Rush. In 2008, Satoshi Nakamoto published a whitepaper on a new digital cryptocurrency, Bitcoin, and set in motion a new movement of wealth-seeking speculation, this time a “digital gold” rush. While there are many differences between these […]

by × July 24, 2021 × 0 comments

Alternative Investments, Hedge Funds

Measuring the economic recovery using geolocation data

Measuring the economic recovery using geolocation data

Since the onset of the COVID lock downs, we have all debated the potential shape of an economic recovery. Will it be a “V” shape, “U” shape, “Nike Swoosh” or something else? We all have opinions. But no one knows for sure. I thought it would be interesting to look […]

by × June 4, 2020 × 0 comments

Alternative Investments, Hedge Funds

Bend it like Beckham: Using Geolocation Data to Measure Economic Activity

Bend it like Beckham: Using Geolocation Data to Measure Economic Activity

Over the past few months, the phrase “flattening the curve” has become mainstream vernacular. We have also been flooded with references to other types of curves…namely the potential shape of economic recovery. Will the recovery be a “V” shape, “U” shape, “Nike Swoosh” or something else? We all have opinions. […]

by × May 13, 2020 × 0 comments

Alternative Investments, Hedge Funds, Private Equity

1.21 Gigawatts of Central Bank Stimulus & Implications for Investors

1.21 Gigawatts of Central Bank Stimulus & Implications for Investors

Picture the scene. The date was 1955. November 12, 1955 to be precise. And there was a buzz in the air in Hill Valley, California that evening. Goldie Wilson was gaining support for his mayoral campaign. There had been a high-speed car chase around the town square that ended in […]

by × May 9, 2020 × 0 comments