2013 was a year of transition. 2014 is going to be a year of dramatic changes. First off, we've made a few key moves at TBJ Investments over the winter. The most dramatic of which is that we moved out of Boston to Washington DC. Some of this is related to career opportunities, but the essential fact is that DC is going to go through a significant set of changes, and with that will be a number of investment opportunities:
- Unstructured and Big/Social Data Analytics
- Reorganization of the Intelligence Community, as fallout of the NSA/PRISM disclosures
- Rebuilding of the Security Software Stack
- Jumping off point to Emerging and Frontier markets, where GDP growth rates outstrip those of the USA.
Each of these themes will be explored in greater depth, but expect 2014 to be a dramatically different year.