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Current Views

February 8, 2011: The Cyber Wallet, Part 2

We recently wrote about the mobile payments industry and have been researching companies in that industry’s supply chain. It appears increasingly likely that U.S. consumers will soon have the ability to pay for items at retail... Read more »

Feburary 2, 2011: Thoughts on Egypt

While the events in Egypt are unfolding rapidly and may change at any minute, it is critically important to note that the world's capital markets are at this point signaling a relatively benign macroeconomic outcome. Before... Read more »

January 25, 2011: Colonel Drake Lives Again

Thanks to enormous advances in drilling and completion techniques by the U.S. oil and gas industry and their service company counterparts over the past few years, massive energy reserves in highly impermeable rock formations have... Read more »

January 24, 2011: The Cyber Wallet

The cell phone convergence phenomenon is steadily coming to fruition. Where as in the recent past one might have had a separate device to take photographs, listen to music, and play video games, it is now increasingly common for... Read more »

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