Small businesses are indicating a better tone to business, this has been coincident with a stronger equity market.

| February 18, 2014

Lost in the blather about the train wreck that is Obamacare, the economy, the mini-correction in the market and the Winter of 2014 is growing evidence of improving private sector business conditions. A recent research piece from Prime Executions (here) focused on the unmistakable improvement in the NFIB Small Business Survey.  They stated “The “Plans […]




Amazing inflows to bonds and outflows from stocks – this kind of movement does NOT happen at stock market tops.

| February 17, 2014

By now you are aware that the S&P 500 fell 3.6% in January.  Such a drop is not good, but certainly not all that bad.  While the drop from top to bottom was a brisk 6.1% in 21 days, the recovery has been an even more brisk rise of 6% in only 9 days! The […]




The tipping point on time spent using smartphones over PCs was breached last year.

| February 16, 2014

We look at our smartphones 150 times per day according to one of our portfolio company’s management teams.  That means not only are we spending lots of time on our mobile devices but we are “inspecting” our devices in a way and with a degree of attention that is profoundly more engaged than the way […]




Oh My! . . . The Dow seems to be tracking the climb on 1928-1929! Are we headed for a repeat? . . . Seems doubtful.

| February 16, 2014

Scary picture . . .  This has been making the rounds on the internet lately.  The reporters of the story are a true testament that fear sells better than optimism.  A casual glance at the chart does seem to imply a possible correlation of the current rise compared to the famous rise in 1928-1929.             But […]




The Internet of Things (fka M2M) is finally reaching a take off point

| February 9, 2014

We have been following the promise and predictions of “machine to machine” aka “M2M” and now aka the “Internet of Things” or “IoT” for over 10 years.  There has been sound logic and much innovation but there was never the full complement of low cost sensors and communication devices, adequate wireless bandwidth, configuration of a […]