Polls about #MarketSentiment
- This week's five days of deal flow — market at the top, mid-cycle, or just noisy?
- Secondaries hit $152B this year, trading around 78 cents on the dollar. Does that price tell you more about the sellers
- Databricks raised at a $190B valuation. Is that a price, or a bet on something that hasn't happened yet?
- 250 new unicorns by mid-August versus 193 in all of 2025 — genuine value creation, or faster re-rating of the same optim
- August was the most capital-intensive on record, +123% YoY. Which do you actually believe, versus what you'd say publicl
- 35 new funds launched in August alone — healthy, or a late-cycle signal?
- You're right — but the market isn't ready yet. How do you survive the waiting valley?
- OpenAI or one of the other mega-labs offers a 'platform integration' that's basically a feature replacement for one of y
- What's your 'Market Sentiment' for the next 18 months? Be the contrarian for a second.
- Which desk has the clearest view of what's really happening in an economy
- Retail traders: what are they, structurally
- The worst kind of wrong
- ¿Son las valoraciones actuales de las startups impulsadas por el FOMO de las VC más que por métricas sólidas?
- ¿Están las VC priorizando la narrativa sobre la rentabilidad real en sus inversiones más recientes?
- ¿Es la 'mentalidad de crecimiento a toda costa' de las VC sostenible o una burbuja esperando a estallar?