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EVOLUTION
POLICY
CAPITAL
INNOVATION
SCHOOL-OF-NATURE
LEADERSHIP
PRAISE
CONTACT
Search
EVOLUTION
POLICY
CAPITAL
INNOVATION
SCHOOL-OF-NATURE
LEADERSHIP
PRAISE
CONTACT
Search
Capital Must Read
Articles
Dilly Dally Dalio
June 1, 2022
The Inconvenient Truth About Inflation
May 19, 2022
How To Regulate Private Companies To Protect The Public
May 12, 2022
PGGM’s Piet Klop Pension Strategy Klopt Niet
May 10, 2022
Define Success
March 31, 2022
Venture Fund Size
March 21, 2022
ESG Is A Whirligig, A Frenzy, A Marketing Mania
March 20, 2022
ESG Demonstrates Finance Cannot Be The Author Of Its Reinvention
February 9, 2022
Bitcoin Trust Drops 50%
January 22, 2022
Fink Tank
January 21, 2022
Larry Fink’s Inkling
January 19, 2022
Crypto Is Illegal, Stupid, Solipsistic, And Damaging To Humanity
January 5, 2022
Sustainability Is The Ideology Of A Cancer Cell
December 9, 2021
Governments Do Not Set Goals
December 5, 2021
Bitcoin Is Worthless, Says Dimon
October 12, 2021
ESG Programs Fall Short
September 17, 2021
ESG’s Problem Is Not Communication, But Adherence To Nature
September 14, 2021
Robinhood on ESG
September 13, 2021
Cryptocurrency Pantomime
August 30, 2021
Breaking Down E, S, G in ESG
August 11, 2021
Is Early Stage Risk Compatible With SDG Investing?
August 9, 2021
Crypto Threatens National Security And Human Evolution
August 8, 2021
More Sustainable Is Not More Renewable
August 5, 2021
The System Is Broken, Says Dalio
August 4, 2021
Human Foresight Is Nature’s Hindsight
August 3, 2021
Crypto As An Asset Allocator, Hilarious And Dangerous
July 31, 2021
The Periodic Table Of Asset Risk
July 30, 2021
The Instability Of Ambiguity
July 23, 2021
The Empty Sack Of VC Arbitrage
July 20, 2021
Ask Yourself This Crucial Question About ESG
July 12, 2021
Warren Buffet Does Not Understand The Stock Market
July 9, 2021
ESG Is Irresponsible. In Need Of Replacement, Not Improvement
June 29, 2021
UBS Economics
February 25, 2021
Bitcoin Is Like Postage-Stamp-Collecting On Steroids
February 9, 2021
Money Is A Valuation Not A Value Of Humanity
January 18, 2021
Who Cares About ESG?
January 15, 2021
What Could Possibly Go Wrong When Nothing In The Universe But Finance Revolves Around...
December 25, 2020
Top1000 Funds Fiduciary
December 22, 2020
Capitalize On Nature
October 28, 2020
Foundational Depravity
September 9, 2020
Venture Pitch Deck Review
September 6, 2020
Hotel CalPERS
August 10, 2020
COVID-19 And The Impact On Financial Systems
July 24, 2020
Accelerating Infinite Regression In Asset Management
July 15, 2020
Family Offices Are Tired Of Conferences – Something Else Is Needed
June 30, 2020
Friend Or Foe Of Private Equity
June 26, 2020
On Transparency In Finance
June 15, 2020
The Private Equity Malaise
February 26, 2020
I Was 10 Years Ahead…Or More Alarmingly, The Greater-Fools Were 10 Years Behind
February 1, 2020
Why ESG Is A Dangerous Religion
November 15, 2019
I Am Insulted By The Lack Of Impact From A Chief Impact Officer
November 12, 2019
Europe Falls For ESG And Its Idiocracy
November 11, 2019
The Burden Of Evolutionary Proof Belongs To ESG
October 25, 2019
The Entropy Of Sustainable Finance
September 19, 2019
The New Job Of Finance
September 15, 2019
The Need For Greed
August 22, 2019
I Declare War On Sustainability
August 4, 2019
The Antidote To ESG’s Environmental Snake-Oil Is Here
July 23, 2019
The Purpose Of Money
July 16, 2019
SEC’s Scarlet Letter About ESG, And Why Finance Must Improve Its Methods and Facts
June 29, 2019
Why The Stock Markets Are Really Shrinking
June 28, 2019
Sustainability Is Unsustainable
June 26, 2019
Finance Has Many New Rivers To Cross To Lend Positive Impact To Humanity
June 22, 2019
Your Beliefs Do Not Matter
May 25, 2019
New Impact For Responsible Investing
May 23, 2019
Why ESG Is Unsustainable
May 19, 2019
Anti ESG
May 17, 2019
Unpacking ESG
May 7, 2019
ESG Idiocracy On Display
May 5, 2019
What Can Private Equity Do Better?
February 20, 2019
Alpha Is An Unstoppable Force Of Nature
February 14, 2019
Private Equity Done Right; KKR Industrial Group, Pete Stavros
February 12, 2019
CalPERS Needs A New Masterplan
January 29, 2019
How To Deal With Venture
January 25, 2019
Why All Financial Systems Run Out Of Steam
January 21, 2019
My Vote On The Current CalPERS Private Equity Proposal
January 2, 2019
CalPERS On Private Equity Transparency
December 26, 2018
Evolutionary Principles Breathe New Life Into Asset Management
December 18, 2018
Finance Must Abide By Nature
December 17, 2018
Breaking Down And Recalibrating Alpha
December 13, 2018
What Are Your Views On Modern Monetary Theory?
November 15, 2018
CalPERS Private-Equity Make-Over
November 14, 2018
What Is A System?
November 13, 2018
Why ESG Will Fail Us, Spectacularly
October 21, 2018
Asset Management Reinvented
September 24, 2018
How Fractal Finance Obliterates Economics
August 27, 2018
Rethink Asset Management
August 22, 2018
Tesla Wanting To Go Private Is A Sign Of The Lack Of Innovation In...
August 8, 2018
Craig Venter Agrees With Our Stance On Venture
August 7, 2018
The ESG Placebo
July 27, 2018
What Are Signs That An Asset Class Is In A Bubble?
June 20, 2018
Re-Risk Asset Management
June 16, 2018
The Failure Rate In A Startup Seems Extremely High. What Can VC Do Differently...
June 10, 2018
Is SoftBank’s Vision Fund The “Most Powerful Investor In The World”?
June 4, 2018
Would A Data Scientist Make A Good Venture Capitalist?
June 3, 2018
Are There Any Venture Capitalists Or Types Of Investors Who Throw Some Money At...
May 20, 2018
CalPERS Direct, My Opinion On The Announcement
May 18, 2018
What Things Should A Person Know To Be A VC?
April 25, 2018
What Are The “Best” Things VCs Do?
April 20, 2018
What Is The Future Of The Global Financial System?
April 18, 2018
What Are Your Thoughts On Venture Capital?
March 31, 2018
How Does One Become A Successful Venture Capitalist If They Already Have Money To...
March 29, 2018
VC False Positive: CoolIris
March 28, 2018
VC False Positive: Lytro Is Shutting Down
March 28, 2018
How Can A Company With High Revenue Have A Low Market Cap?
March 20, 2018
Do VCs Like Their Job? I’ve Seen Many Entrepreneurs Move To VC After Their...
February 14, 2018
If I Would Like To Start A Venture Capital Firm, What Are The Key...
February 10, 2018
What Is The Difference Between Private Equity, Angel Investors, And Venture Capitalists?
January 31, 2018
What’s A Better Way To Structure A VC fund, Evergreen Or Regular VC?
January 18, 2018
What Is The Difference In Calculation For A Stock Market Cap And A Cryptocurrency...
January 18, 2018
What Led You To Become An Angel/VC?
January 17, 2018
Why Doesn’t Everybody Become A Venture Capitalist Since You Get Paid Well And Don’t...
January 13, 2018
As A Startup Investor, What Do I Need To See In A Startup Idea...
January 12, 2018
Does Increasing Interest In Cryptocurrencies And Decentralized Systems Reflect The Anger Against The Present...
January 12, 2018
A Cryptocurrency Is Like A Religion, Not Becoming More True Just Because You Can...
January 7, 2018
Can Limited Partners See The Pipeline Of VC Funds And Rejected Projects?
January 5, 2018
Is Cryptocurrency An Economic Bubble Like The Dot-Com Boom?
December 25, 2017
Is The Cryptocurrency Bubble Going To Burst?
December 23, 2017
Do Any Services Exist That Specifically Perform Due Diligence And Verify Claims Made By...
December 22, 2017
I Have Never Heard Anyone Call The Difference Between Private Equity And Venture Capital...
December 7, 2017
Buyout Firms Crave Buffett-Like Long Game That Remains Elusive
October 30, 2017
TechCrunch:Toxic VC and the marginal-dollar problem
October 27, 2017
Trust As A Currency Is Best Not Evenly Distributed
October 25, 2017
What Does A Stock’s Negative Growth Rate Imply?
October 3, 2017
What Is The Difference Between Private Equity And Venture Capital?
October 2, 2017
What Are Some Of The Biggest Challenges Faced By Asset Managers To Construct A...
September 3, 2017
How Do Venture Capitalists Find Companies To Fund?
August 3, 2017
Can An Individual Start A Venture Capital Fund?
August 1, 2017
Most Of My Tech Stocks Have Gone Up By 50%-150% In The Past Six...
July 31, 2017
I Do Not Understand The VC And Investment Side Of Business. Does That Mean...
July 16, 2017
Are Venture Capitalists Dying For A Good Deal As Much As Enthusiastic Entrepreneurs Are...
May 26, 2017
What Are The Different Ways To Enter Venture Capitalism?
May 16, 2017
If Today You Were To Enter The Venture Capital Industry, Would You Go For...
April 19, 2017
Why Would You Not Work In A Traditional VC Fund (Anymore)?
April 10, 2017
What Are Some Lies VCs And Angel Investors Tell Themselves?
April 9, 2017
How can foreign VCs seek projects in Silicon Valley?
April 4, 2017
Is There An Opportunity To Help Large Companies Establish Corporate Venture Arms?
April 3, 2017
Do VC’s Have A Need For A Self-Promotion (By Self-Promotion I Mean Publishing Their...
March 29, 2017
Innovation Is Not A Capital Crapshoot
March 28, 2017
How Specific Or Flexible Is A VC Portfolio?
March 22, 2017
What Percentage Of Ideas Submitted To Venture Capitalists Are Rubbish?
March 21, 2017
How Is Investing In Early Tech Companies “More Art Than Science”?
March 20, 2017
What is the future of Bitcoin in 2017 in Canada?
March 14, 2017
What Venture Capital And PE Funds Invest In The Restaurant And Hospitality Industries?
March 13, 2017
Why Do Venture Capitalists Replace Founders Of Startups?
February 24, 2017
What Are Common Mistakes Investors (VCs, Angels, Etc.) Make?
February 19, 2017
Why Is Capitalism Said To Be Amoral?
January 25, 2017
What Are The Demerits Of capitalism?
January 25, 2017
What Is The Real Cost Of Money?
January 6, 2017
What Skills Does One Need To Become A Good VC?
December 11, 2016
What Does The VC Industry Do Badly?
December 11, 2016
What Does A Venture Capital Scout Do The Whole Day?
December 8, 2016
Is There A Template Or Sample Contract For Venture Partners For A VC Fund?
December 6, 2016
If Any, What Alternative Systems Do Anti-Capitalists Defend?
September 10, 2016
Is The Economic Prosperity Of A Country Linked With A Higher Level Of Happiness?
September 6, 2016
Is capitalism a means to an end?
May 31, 2016
I Want To Start A Venture Capital Fund That Backs The Most Talented University...
May 17, 2016
How Is Private Equity Different From Venture Capital?
May 16, 2016
Is Dave McClure Correct When He Says “Most Venture Capitalists Are Lazy And Not...
May 11, 2016
Has Modern Capitalism Morphed Into A Flawed Economic Religion?
May 3, 2016
Which Challenges Do VC Funds As An Industry Face?
April 25, 2016
What Should I Start Studying Now To Become A VC?
April 12, 2016
Does Capitalism Motivate Productivity?
April 7, 2016
CalPERS Mulls Ending Tobacco Investment Ban
April 4, 2016
Can You Be A Capitalist And Be True To Oneself?
March 15, 2016
Will Bitcoin Ever Go Mainstream?
February 12, 2016
Capitalism Is Eating Freedom
February 11, 2016
Will Technology Disrupt Capitalism?
February 10, 2016
Is Data About A Nation’s Economy Still Valuable For Investors?
January 25, 2016
What Are The Most Common Mistakes Made By Venture Capitalists?
November 6, 2015
What Percentile VC Firm Is Storm Ventures?
October 2, 2015
If The Average Venture Fund Loses Money In Aggregate, Then Why Do So Many...
September 27, 2015
The Antithesis Of Capitalism Is Capitalism
September 25, 2015
Is High-Frequency Trading Good For The Economy?
September 14, 2015
Markets Are Man-Made Dogmas Of False Truism
April 20, 2015
Price Loses Its Value When Money Loses Its Trust
February 20, 2015
CalPERS Pre-empts Asset Allocation
January 21, 2015
The Fix To Improving Asset Management Returns Lies In The Reinvention Of The Fundamentals...
January 13, 2015
CalPERS Change, A New Schtick Or A New Stick?
December 28, 2014
The Appetite For Risk – Not Money – Determines What Innovation Can Be...
September 16, 2014
Losing VC Money Is Not Our Biggest Problem
August 11, 2014
Triple Threat Founders
July 20, 2014
Has Venture Capital Changed?
July 15, 2014
Data Leads To Depravity
July 7, 2014
The Double Entendre of Silicon Valley Tourism
June 11, 2014
One Must Fiercely Question The Role And Value Of Financial Arbitrage Related To Our...
April 28, 2014
Venture Capital Is Fixed, Yeah Right
December 30, 2013
The Bitcoin Before The Horse
October 25, 2013
KPCB Culpa Tua
May 10, 2013
The Social Naiveté Of Mark Suster
April 25, 2013
Greater-Fool Economics
March 19, 2013
Top-Quartile Is A Meritless And Meaningless Indicator Of Financial Performance
March 14, 2013
How Top-Quartile Runs Out Of Merit
March 14, 2013
KPCB Mea Culpa
March 6, 2013
Greater-Fool Paradise
February 9, 2013
Why VC Can’t Fix Itself
January 9, 2013
The State of Venture Capital Infographic
December 17, 2012
More Delusions Of Positivity From Tim Draper
December 5, 2012
The Evolution Of Evolution
October 15, 2012
Private Equity Is Investing In Hindsight, Venture Capital Is Investing In Foresight
October 8, 2012
CalPERS Emerging Manager Redefinition
October 1, 2012
The Lure Of Dave McClure
August 28, 2012
Why Modern Portfolio Theories Are Dying
August 13, 2012
The Big Venture Capital Mistake
July 13, 2012
Why 99.4% Of Venture Capital Firms Fail
June 29, 2012
How To Flip-Flop A Puffer Fish
May 23, 2012
Venture Capital: The Enemy Is Us
May 8, 2012
The Most Delusional Man In Venture Capital
March 23, 2012
The Meritocracy Of Shervin Pishevar
February 23, 2012
Did Venture Capital Promote Economic Growth?
January 24, 2012
Clueless San Francisco
January 19, 2012
Why Documents Don’t Protect LPs
January 15, 2012
Venture Capital Is Just Like American Idol, You Find Quality – You Don’t Teach...
January 12, 2012
ILPA Measures
January 12, 2012
Scaling Is Hard (For Subprime VC)
January 12, 2012
As A Limited Partner I Feel Uninformed
January 11, 2012
Regulating Private Equity
January 5, 2012
The Musical Chairs Of Financial Asset Management
December 2, 2011
Are Small Company IPOs Just Fine?
November 10, 2011
Lead Or Get The F*k Out
October 24, 2011
The Meager Role Of Meeker
October 21, 2011
Setting Menlo Ventures Straight On Siri
October 14, 2011
Against Cutting Out VC
October 8, 2011
Outlier Innovation Is Not Uniform, Nor Shall Be The Thesis Of Its Arbitrage
October 5, 2011
How Steve Jobs Proved Venture Capital Wrong
October 5, 2011
What Is Wrong With Yet Another $500M Venture Capital FoF?
September 22, 2011
The Venture Confession
September 19, 2011
Not So Bad Economy?
September 8, 2011
Great innovations come from the pursuit of prime risk, not from its avoidance
August 26, 2011
About Venture Capital Trusts
August 26, 2011
Fake Tits And Money
August 23, 2011
Europe’s PE & VC Confidence, Shaken Not Stirred
August 14, 2011
Ignore The Dow
August 5, 2011
How Not To Refer A Deal
August 4, 2011
Goodbye Secondaries
August 1, 2011
Trimming Venture
July 6, 2011
Downstream Thinking In Venture Capital
July 6, 2011
LP Entrapment
June 25, 2011
Pump-And-Dump IPOs
June 20, 2011
The IPO Bubble
June 14, 2011
Benevolent Dictators
June 14, 2011
Subprime Venture Capital
June 9, 2011
Financial Crisis Inevitable
May 31, 2011
A Bubble In A Bubble
May 27, 2011
The Risks LPs Ignore
April 28, 2011
Venture LPs Blowing In The Wind, Continued
April 19, 2011
Venture LPs blowing in the wind
April 19, 2011
Another Startup Flea Market Is Born
April 8, 2011
VC Escapism In Search Of Dumb Money
April 6, 2011
The Stock Market Is Not A Free-Market
April 6, 2011
The Fiduciary Responsibility Of Limited Partners
March 24, 2011
How Facebook Prolongs Subprime VC
March 22, 2011
ILPA etiquette
March 11, 2011
When Angels Collude And Collide
March 7, 2011
Spinning VC, Fundraisings Down
March 3, 2011
America’s Financial Statements
February 24, 2011
CalPERS Changes And VC Allocation
February 16, 2011
Venture Capital’s Problems Will Continue
February 7, 2011
Most Respected VCs? Really?
February 4, 2011
Money Does Not Equal Merit
January 31, 2011
Money Does Not Equal Risk
January 31, 2011
Startup America attempts
January 31, 2011
VC Transparency
January 31, 2011
VC Delusions Of Positivity
January 21, 2011
Against Small Funds
January 21, 2011
HealthTrain To Nowhere
January 21, 2011
Why Venture Firms Below $250M Cannot Succeed
January 20, 2011
Vinnie Paz on Venture
January 18, 2011
VC Spin Doctors
January 11, 2011
How VCs Kill Innovation
January 4, 2011
The Dark Side Of VC Positivity
December 8, 2010
Pension Funds Still Don’t Get It
October 20, 2010
What Is Wrong With Venture (Hint: Not Innovation)
September 30, 2010
New Expectations For Limited Partners In Venture
September 23, 2010
Dumb Capital, Please Exit Here
August 25, 2010
A Grand New Opportunity In Venture
July 15, 2010
Venture Is No Longer The Best Performing Asset Class
June 14, 2010
Idiot Limited Partners
June 2, 2010
Don’t Bite The Public Hand That Feeds You
May 25, 2010
How Venture Capitalists Dig Their Own Political Grave
May 17, 2010
Redefining Capital Efficiency
May 7, 2010
VC Roast; How To Take Venture For A Ride
April 20, 2010
Setting A New Goal In Venture
April 14, 2010
My Advice To VCs
April 11, 2010
Getting Venture Un-stuck From Its Subprime Maelstrom
April 8, 2010
Investing In Venture Unchanged, Is The Definition Of Insanity
March 23, 2010
You Get What You Put In: No Risk = No Returns
March 15, 2010
My Message To LPs In Venture; More Discipline, Please
March 15, 2010
Silly Venture, Surfing The Waves
March 9, 2010
A New, Modern Financial System To Fix Venture Is Coming
March 6, 2010
I Mistrust Most Venture Capitalists For Good Reason
February 23, 2010
There Never Was A Tech Bubble
February 23, 2010
Does Venture Scale?
February 22, 2010
How LPs In Venture Have Been Fooled, Many Times Over
February 5, 2010
The World’s First State Of Venture Capital Watched 15,000 Times
January 31, 2010
The Problem With Venture: No True Alpha And No True North
January 29, 2010
New York, An Empire State Of Mind
January 21, 2010
A New Way In Is The Way Out Of Venture
January 11, 2010
Einstein Rips VC, Posthumously
January 6, 2010
The (First Ever) State Of Venture Capital
January 1, 2010
Why Venture Capital Will Not Simply Recover When The Economy Does
December 4, 2009
Technology Is Not The Risk Of A Technology Company
November 19, 2009
Venture Capital Needs A Reset, My Message To Limited Partners
November 19, 2009
Why VCs Really Need Relevant Operating Experience, Now
November 5, 2009
How To Fix VC Once And For All
October 11, 2009
The Nitwits On Sand Hill Road
October 2, 2009
VC Performance, A Closer Look
September 21, 2009
VC Is Dead, Long Live VC
September 2, 2009
The Silicon Valley Emperor Wears No Clothes
August 8, 2009
Why VCs Need Relevant Operating Experience
July 18, 2009
Why VC Does Not Line Up With Innovation
July 1, 2009
The Systemic Risk Of Venture Capital
June 25, 2009
How LPs Should Deal With VC
June 15, 2009
Subprime Venture Capital Governs Innovation Into A Mind-Numbing Rat-Race For Advertising Clicks
June 1, 2009
The Auto Industry’s Plan To Fixing VC
May 18, 2009
Dear VC: Your Car Did Not Cause The Accident
May 4, 2009
A VC Revolution In The Making
April 19, 2009
How Not To Raise Money, My Real World Examples
March 24, 2009
The Economy Is The Opportunity Not The Problem, Of Innovation Or Venture Capital
March 6, 2009
How LPs Invested Deep, Not Wide In Technology
March 5, 2009
Introducing The VC blacklist: 217 And Counting
February 24, 2009
Radically Reinventing Venture Capital
February 4, 2009
How Subprime Venture Capital Fools Limited Partners
January 12, 2009
Mobile Is Dead (For VC), Continued
January 9, 2009
Venture Capital Should Ignite The Upside Of Innovation
January 8, 2009
As Venture Capital Turned Subprime, So Did Innovation
January 6, 2009
The Curse Of Subprime VC
January 6, 2009
Silicon Valley Believes All Swans Are White
December 15, 2008
Why I Don’t Buy Into Green VC
October 8, 2008
Mobile Is Dead, For VC That Is
July 11, 2008
The Delicacy Of European Investments
April 24, 2008
10 Investment Lessons Learned Over 10 Years
March 12, 2008
Domain Expertise Is Over-rated
September 30, 2006
In Search Of The Economist VC
June 15, 2005
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