Results of 6th Annual Semaphore PE Industry Confidence Survey

Confidence at All Time High Results of 6th Annual Semaphore PE Industry Confidence Survey Is irrational exuberance on the horizon? Will the Merry-Go-Round ever stop? Can the Masters of the Universe continue to rule? Notwithstanding the recent February Dow swoon the...

No Sand Between Our Toes (2014)

Why our feet are not stuck in the mud. I truly thought we might be skipping this 7th annual post – or have to retitle it “Feet Stuck in Mud”. The cycle of summer seems to start only after the kids leave school and then return. My wife Tricia used to say “summer starts...

No Sand Between Our Toes (2016)

Why being at the bar won’t get you a drink but will make your dermatologist smile. I’ve been spending my summer with lawyers. It’s not a sentence for misbehavior or because I’ve committed some wrong. It’s not been at BBQ’s or quaffing beers with my friends at the bar...

Semaphore’s 2021 Confidence Survey Results!

“Bubble, baby II!” This was the comment left behind in the very last response received in our 13th annual Semaphore Confidence Survey. The comment “Bubble, baby” was my favorite economic analysis comment left a year ago. It seems some of you come back on an annual...