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Archive for: November 07, 2017

Nov 7, 2017

Tax Policy, Gridlock, and Infotech. Our November 2017 Market Update

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Dear Clients and Friends, Our latest report is found here. It contains an update on the m&a deals, values, and trends in the dozen+ segments of the information technology industry that we follow and sometimes lead. This week the news is filled with conflicting reports about the purported benefits and drawbacks of the GOP proposal to reform the US income tax code. Predictably, people who may benefit tend to like the proposal (e.g. banks, large multi-nationals, and many in the top 10%); and those who could be harmed denigrate it (e.g. the housing industry and people in high-tax states). Many middle-income Americans are confused;…

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