Here's what historical market cycles can teach us: in the short run, stocks are able to defy the gravity of valuation multiples in a bull market; but in a long run, the market truly is a weighing machine. AsWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since ...