The Hype Cycle and Thematic Macro

We have all seen the pic below of the “Gartner Hype Cycle.”  I am not sure how Gartner uses it and am not sure I even care, but I love the pic. It very much shows the “low risk” point of when to get into new and initially over-hyped industries. Look at it and think through some of the “the …

The Stock Market Is Not The Economy

As the rona has progressed and we have seen a renewed spike in case counts and the ensuing rise in hospitalizations and deaths we have also seen the new round of perma-bears. They all seem to want to see the world burn and the SP500 at like 300. I feel pretty good that as long as we don’t have a …

Building A Process To Avoid Drowning In Information

As you may have guessed by the name of the firm we are big into process. If you work at it you can make almost anything more efficient. This tends to be a good thing for those of us who don’t like missing things that we should have seen. When it comes to the constant deluge of information having a …