he is quite concerned about the next wave of teaser-rate resets which will hit in 2010 / 2011 and indicates that we should watch closely how government and banking prepares for this Although a bit broader topic than typical for this blog, I want to share some notes from a lecture I attended  the other day by well known economist Ed Leamer of the UCLA Anderson School.    Ed was speaking at Kline Hawkes’ annual meeting on Tuesday night.   Incidentally, the Kline Hawkes guys have raised a new fund and are rebranding their current fund, website, etc to Vicente Capital Partners

think that there might be cash toward the end of 2010 or 2011, where IPOs might be reasonable. San Diego-based Awarepoint (www.awarepoint.com) is a developer of systems for tracking hospital assets, patients, and doctors, using RFID tags. The firm is announcing a substantial Series D funding round today, so we spoke with the firm's CEO, Jason Howe, to get the details on the company and what it's doing. Congrats

In the first post in this three part series I described why I believe the VC market froze between September 2008 – April 2009 .  In I obviously don’t have a crystal ball so the economy could fare better than my gut, but here’s why I’m cautious for some time in 2010 or early 2011: In the second post I argued that as of September 2009 the pace of VC investments has increased rapidly (at least for software / Internet investments – the only sector on which I’m competent to comment), but only for those remaining VCs who have new enough funds and aren’t plagued by “the triage problem.”

Projected IPOs for 2009 are an embarrassing 10 total deals, down from 86 just 2 years ago (it was 265 in the go-go years of 99-00) but at least up from 6 in 2008. Montgomery believes there will be 50 IPOs in 2010 as there is pent-up supply and a higher risk tolerance amongst institutional public investors harmonizing at 40 deals / year for the 3 years starting in 2011. More interestingly Montgomery expect Montgomery & Co Projects Deal Volume to Grow by 167% in Just 2 Years with No End to Growth in Sight On the third Wednesday of every month I co-chair a meeting called

Hydra--which according to Cooperman had 2008 revenues of over $100M--saw a retrenchment in revenues in 2009 as it shifted its customer base--but Cooperman says it hopes the firm will be in the same revenue ballpark as it was in 2008 and 2009, and up from there in 2011. How Beverly Hills-based Hydra Media , the cost-per-action (CPA) advertising network, has new funding in hand and legal issues behind it, and is now looking upmarket, the firm told socalTECH in an interview Thursday. The ad network--which announced a restructuring and buyout by an investment group led by

Although they'd been around for three years and run out of money, we noticed in 2008 that mobile donations reached a record in the U.S. Email is becoming ineffective, and by 2011 there will be three times more smart phones than computers. The question is, if in 2008 and you've got 500,000 in donations, where will you end up in 2018--$15 billion or more? How Daniel Scalisi is the CEO of Los Angeles-based MobileCause (www.mobilecause.com), a startup focused on the mobile, nonprofit fundraising area. We spoke to Daniel last week to learn more about his firm. What's