The evolution of venture capitalists into macro experts fascinates me.
Comments like “there is no end in sight,” however, and “we are already in a recession” leave me frazzled.
Comments like “there is no end in sight,” however, and “we are already in a recession” leave me frazzled.
Are VCs projecting their own experiences—the maximum pain in their portfolios—onto the rest of America?
Everyone must be suffering because they are, right?
Everyone must be suffering because they are, right?
That just isn’t true.
Our research suggests that Silicon Valley is experiencing a confined downturn, similar to the shale bust of 2015—16.
The lesson is that now is not the time to be bearish.
Our research suggests that Silicon Valley is experiencing a confined downturn, similar to the shale bust of 2015—16.
The lesson is that now is not the time to be bearish.
I see a path for the S&P 500 to rise beyond 5,000 in the near future, however improbable it may appear. stray-reflections.com
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