Blog
What I learned in my long career analyzing and investing in global markets
After a few decades investing in the markets I am coming to realize that to make money in such markets you have to first and foremost think independently and be humble. You have to be an independent thinker because you can’t make money agreeing with the consensus view, which is already embedded in...
Read MoreThe Ultimate "Blackhawk Partners" Cheat Sheet for Starting and Running Your Business
For all of you showing us deals to be funded, I thought of sharing this with you in order to avoid wasting your time and ours. We analyze over 2,000 propositions a year. Time to be focused. This is, by the way, a bullet FAQ we share with people looking from us for funding - especially when starti...
Read MoreDisrupting the real estate market using big data and machine learning
In the housing search space, all eyes are on the two Juggernauts: Zillow and realtor.com Newscorp. And most of the discussion is about who has more listings, who has a better UI, etc…. However, there has not been a lot of talk about the innovations that will reshape the industry. Here are...
Read MoreMy predictions for the Venture Capital Industry in the next decade
I am always and often asked this question…. I thought I would finally share my feedback with you Bottom Line: I strongly believe that: Traditional VCs will look more and more like full-stack professional services firms. Remember those dark ages when your early investors, late-stage invest...
Read MoreMy Top predictions for the Trump regime now in power
When I said back in June 16, 2015 (the day he kicked off his campaign for president) that Trump will be our next President, everyone laughed at me and told me I was insane… Never in a million years this would ever happen they said on and on again. Well, I did not waiver and told all that they w...
Read MoreOur investment criteria and interests for 2017 and beyond
Dear Partners, Friends and Colleagues: Happy New Year to you all…. Hope you had an awesome Holiday Season as I did. Wishing you all the very best for 2017 and beyond. With a new year comes new investment resolutions - especially given the nature of the game to be played with Donald J. Trump ...
Read MoreTurning around the US Economy:- My Top Recommendations for President elect Trump
The people have finally spoken. Donald J. Trump has won and will be our next President for the next four years … and if things are done right, maybe the next eight too. It is not going to be easy given the mess he inherited from President Obama which basically sums up as below. 1. Total U...
Read MoreTo all those wide-eyed millennials looking for a break
It breaks my heart to see millions of millennials still chasing rainbows and hoping that the US government or a cartoon character such as Berne Sanders or crooked Hillary Clinton were ever going to change their lives. Maybe it is time to grow up folks and grow some too and realize that no one is ...
Read MoreNever bet against Donald J Trump
As the author of the 2011 book "Economic Warfare: Secrets of Wealth Creation in the Age of Welfare Politics" I've always been willing to take the "other side" of the "consensus view." That willingness – combined with a commitment to the long view – has worked out very well for me through the yea...
Read MoreClinton vs Trump: Impact on Wall Street and the Economy at large
Some personal thoughts I thought I'd share about the US markets and economy at large in case of a Clinton or a Trump Presidential victory. At the end of the day folks, it is still the "Economy" stupid. In the case of a Clinton victory: 1. I believe you should expect a platform of tougher Wa...
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