The real reason entrepreneurs do what they do
Older messages
$2.8 trillion of CRE debt approaches maturity
Friday, February 9, 2024
+ the VC dry power mountain, and dividend investing
VC is trying to be more like PE
Thursday, February 1, 2024
+ Taleb calls White Swan, Ai email campaigns, and an ETF tool
Behind the curtain of 10,000 businesses
Thursday, January 25, 2024
Hard lessons learned for both entrepreneurs and investors.
Is Web3 Dead? Cash Flow, US stocks, and Debt.
Thursday, January 18, 2024
Also the distributions vs accumulation conundrum.
How to ruin a really good company
Friday, January 12, 2024
Also startup liquidity, and SEO shifts
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