As we move deeper into the Q4 earnings season, the pervading mood in the markets appears to be one of caution. Investors are very wary of escalating macroeconomic and trade tensions, which look perilous set against the backdrop of steep valuations.With 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 re ...