Results of Annual Semaphore PE Industry Confidence Survey It’s all about the cash. Reversing a trend, my industry colleagues seem to have the wind at their backs when it comes to their personal income and business expectations – this despite a decided lack of...
But our LPs are very happy that we don’t have summer tans. This is the fifth edition of our summer blast. OK, it should be titled “Some Sand Between Our Toes”. We’ve actually had the fortune of enjoying both a busy period and a highly efficient...
At my Thanksgiving Day table we go around the room and ask each family member (31 this year) to relate just what it is for which they are most grateful. Responses are variously funny (“my big nose so I can better enjoy the smell of that wonderful pecan and pumpkin...
The Semaphore Confidence Survey respondents are truly prescient. If America had only listened to our results last year it would have saved the American people over a Billion dollars in advertisements and political machinations in the just concluded presidential...
I had a lovely lunch at a great sushi place last week with a Limited Partner to whom I’d just become acquainted, nothing unusual there – except that the place is just a few runners strides from the finish line of the Boston Marathon. It was barely two days after the...
I’m not surprised very often. I have to admit to being shocked by some of our results this year. This is labeled a Confidence Survey. Other than in isolated cases (mostly about our politicians and their institutions) you have been supremely confident these past eleven...