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...
Apocalyptic Future or Salvation? A few days ago Luisa Beltran of PE Hub asked whether and what we should call the now popular appellation “Zombie Funds”. I responded to her with the following: “Here at Semaphore we call them “clients”. No need for a pejorative...
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...
Discover the latest insights from Semaphore’s 2024 Confidence Survey “I’ve got to admit it; it‘s getting better, a little better all the time (can’t get much worse).” With apologies to the Beatles that their music could belie our industry, this lyric...
