“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...
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...
Last February I invited you to keep safe, wear a mask and get jabbed in the arm so we could conduct the confidence survey all over again this year. A year later the more things change… The 14th annual Semaphore Confidence Survey (click here) will tell us how prescient...
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...
“Remember in March/April of 2020 we thought every fund portfolio would crash? The joke is on others not smart enough to be in our biz – not even a global pandemic can kill us.” That was the first comment entered in the 14th Annual Semaphore Confidence Survey. It...
Semaphore’s Annual Confidence Survey Last year hundreds of you told us you hated Congress, thought the President was a failure and expected to make more cash than ever despite the denizens of Washington DC. Feeling more confident or less confident in the...
