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FRONT PAGE
EVOLUTION
POLICY
CAPITAL
INNOVATION
ENTROPY
EVA
ADVOCATES
LEADERSHIP
CONTACT
Search
FRONT PAGE
EVOLUTION
POLICY
CAPITAL
INNOVATION
ENTROPY
EVA
ADVOCATES
LEADERSHIP
CONTACT
Search
Capital Commentary
Articles
On ESG Differentiation
October 8, 2022
John Doerr, Not A Thinker Or A Doer
October 7, 2022
Putting Retirement Savings At Risk
September 21, 2022
Both Sides Of The ESG Debate Are Wrong
September 13, 2022
Capitalism Is Not Killing The Planet
July 21, 2022
Dilly Dally Dalio
June 1, 2022
PGGM’s Piet Klop Pension Strategy Klopt Niet
May 10, 2022
Venture Fund Size
March 21, 2022
ESG Is A Whirligig, A Frenzy, A Marketing Mania
March 20, 2022
Bitcoin Trust Drops 50%
January 22, 2022
Fink Tank
January 21, 2022
Larry Fink’s Inkling
January 19, 2022
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
Crypto Threatens National Security And Human Evolution
August 8, 2021
The System Is Broken, Says Dalio
August 4, 2021
Crypto As An Asset Allocator, Hilarious And Dangerous
July 31, 2021
The Periodic Table Of Asset Risk
July 30, 2021
Warren Buffet Does Not Understand The Stock Market
July 9, 2021
UBS Economics
February 25, 2021
Top1000 Funds Fiduciary
December 22, 2020
Foundational Depravity
September 9, 2020
Venture Pitch Deck Review
September 6, 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
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
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 Purpose Of Money
July 16, 2019
U.S. House Financial Services Committee Debates Building A Sustainable And Competitive Economy With ESG
July 12, 2019
SEC’s Scarlet Letter About ESG, And Why Finance Must Improve Its Methods and Facts
June 29, 2019
Private Equity Done Right; KKR Industrial Group, Pete Stavros
February 12, 2019
CalPERS Needs A New Masterplan
January 29, 2019
My Vote On The Current CalPERS Private Equity Proposal
January 2, 2019
CalPERS On Private Equity Transparency
December 26, 2018
CalPERS Private-Equity Make-Over
November 14, 2018
Tesla Wanting To Go Private Is A Sign Of The Lack Of Innovation In...
August 8, 2018
Is SoftBank’s Vision Fund The “Most Powerful Investor In The World”?
June 4, 2018
CalPERS Direct, My Opinion On The Announcement
May 18, 2018
VC False Positive: CoolIris
March 28, 2018
VC False Positive: Lytro Is Shutting Down
March 28, 2018
Buyout Firms Crave Buffett-Like Long Game That Remains Elusive
October 30, 2017
TechCrunch:Toxic VC and the marginal-dollar problem
October 27, 2017
Innovation Is Not A Capital Crapshoot
March 28, 2017
CalPERS Mulls Ending Tobacco Investment Ban
April 4, 2016
CalPERS Pre-empts Asset Allocation
January 21, 2015
Losing VC Money Is Not Our Biggest Problem
August 11, 2014
Venture Capital Is Fixed, Yeah Right
December 30, 2013
KPCB Culpa Tua
May 10, 2013
The Social Naiveté Of Mark Suster
April 25, 2013
KPCB Mea Culpa
March 6, 2013
More Delusions Of Positivity From Tim Draper
December 5, 2012
CalPERS Emerging Manager Redefinition
October 1, 2012
Venturing In Silicon Valley Versus China
July 2, 2012
VC Performance Inching Back?
May 10, 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
Debt Financing In Startups
January 13, 2012
ILPA Measures
January 12, 2012
Regulating Private Equity
January 5, 2012
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
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
About Venture Capital Trusts
August 26, 2011
Ignore The Dow
August 5, 2011
Downstream Thinking In Venture Capital
July 6, 2011
Few exits over $100M
June 24, 2011
Financial Crisis Inevitable
May 31, 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
The Fiduciary Responsibility Of Limited Partners
March 24, 2011
Startup America For Dummies
March 10, 2011
When Angels Collude And Collide
March 7, 2011
Obama’s Pipe Dream
February 18, 2011
Most Respected VCs? Really?
February 4, 2011
Startup America attempts
January 31, 2011
VC Delusions Of Positivity
January 21, 2011
Against Small Funds
January 21, 2011
HealthTrain To Nowhere
January 21, 2011
Vinnie Paz on Venture
January 18, 2011
VC Spin Doctors
January 11, 2011
The Dark Side Of VC Positivity
December 8, 2010
Pension Funds Still Don’t Get It
October 20, 2010
Dumb Capital, Please Exit Here
August 25, 2010
Venture Is No Longer The Best Performing Asset Class
June 14, 2010
Investing In Venture Unchanged, Is The Definition Of Insanity
March 23, 2010
The Nitwits On Sand Hill Road
October 2, 2009
How LPs Should Deal With VC
June 15, 2009
The Auto Industry’s Plan To Fixing VC
May 18, 2009
Radically Reinventing Venture Capital
February 4, 2009
Fleeting Assets Of The Imaging Puffer Fish
February 7, 2008
Domain Expertise Is Over-rated
September 30, 2006
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