On November 19, 2013, I penned an article on how Dropbox’s capitalization is symbolic of how unjust America’s capital markets have become. At the time, Dropbox was raising a $250M private round of financing at an $8B valuation – approximately 68 times 2012 revenues. Retail investors, of course, were not invited to the party. In […]
Developed in 1952 by Harry Markowitz, the Modern Portfolio Theory (MPT) is premised on the notion that portfolio returns can be maximized by spreading risk across many different investments. With an estimated $7 trillion in institutional assets currently invested in accordance with the methodologies of MPT, it continues to be one of the most important […]
Brexit will have monumental implications on global finance. One of the unintended consequences will be a boost for Crowdfinance, P2P investing and Locavesting. This article highlights where the money will be made in a post-Brexit world.
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Financial innovation and legislation are intersecting once again, about to leave an indelible mark on America’s economy. This time, as the modern SDIRA makes tax-deferred micro alternative investing possible, the stars are aligning for retail investors.