The Best Is Yet To Come

After a wild 2020, I think the best is yet to come. We cover three reasons:

1. The Markets Are Eating Up Technology. More demand for tech stocks means more innovation, more quickly. SPACs may be a good thing and IPOs unleash investment in the next generation.
   
2. Cloud Companies. Entrepreneurs can build new types of highly-differentiated companies with global talent and increasingly useful software at their fingertips.
   
3. The Passion Economy Writ Large. As software does more grunt work and employment becomes more liquid, people will pursue their passions. That will make them even more resilient the next time a crisis hits.
   

You can read the full essay here: The Best Is Yet To Come

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