Swarfblog

Socialism Sells

Is 2026 going to be a good time to invest in a business in light of what just happened in New York City’s mayoral race? Peter Thiel was the first outside investor in Facebook in 2004. His gain was over 4,000%. If anybody understands capitalism, it is a guy like

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What are YOU selling?

I’m sitting on a wooden chair at my local Starbucks next to a kiosk of snacks I’ve never seen anybody buy. I’m sipping an iced

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Pools of Money

We hear the term “private equity” tossed around every day in business. The Bloomberg ticker tells us about the giants that often go by initials

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Equal Opportunity?

I have been thinking a lot about whether America has become hopelessly stratified by wealth, race, education and all sorts of barriers that make it

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Let Me Work

I’m on vacation in the Bay Area and I’m working. Today it’s a blog, business calls, thinking about options for TMW and Graff-Pinkert. I’m in

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