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American leading economic indicators have had a bad month. US small business employment has fallen, just like it did in early 2008. Freight indices are at ugly levels....

Global semiconductor sales have plunged as if a recession is occurring. Morgan Stanley’s business confidence indicator has plunged to financial crisis lows. South...

Global trade and air freight volumes have gone negative. New York City has a glut of luxury apartments for sale. Ten year returns look fantastic now that the losses of...

I recently wrote about Bailador portfolio company Rezdy, and how the business started as an idea Simon Lenoir had while working in a dive shop in New Caledonia. The...

Stock buybacks are better at getting cash to executives than shareholders. Hedge fund Element Capital has delivered net annual returns of 21% since 2005. A British...

This week’s guest on the podcast is Jeff Cole, Founder and Director of The Center for the Digital Future, and a member of the investment committee for the E&P Global...