Posts by Jeff Becker:
Beginnings of a Technology Ren-AI-ssance
Halfway through 2023, the markets are proving to be resilient, albeit with conflicting signals. On one side of the coin, there are worrying economic indicators such as the U.S. Treasury… Read more »
Detouring a Fender Bender: Keep Your Eyes on the Road
The first quarter of 2023 was noisy. Despite the epic failure of Silicon Valley Bank – for reasons totally outside the health of the software ecosystem – software valuations increased,… Read more »
Reaching Equilibrium: Software Market Valuations Reset
2022 was a turbulent year. The year ended with public equity markets leveling off after falling from 2021 highs, interest rate hikes from the Federal Reserve nearing an end, inflation… Read more »
A Rollercoaster Ride for Software Markets
It has been a disconcerting journey through the first three quarters of 2022. We ended 2021 having survived another year of the pandemic, with equity markets at or near all-time… Read more »