April 2023

April 2023

The executive leadership of Silicon Valley Bank (SVB) knew for sure that the ecosystem of Silicon Valley entrepreneurs and investors would be staunchly loyal. For decades, the community valued SVB’s deep understanding of the local market and the bank’s long history of...
April 2023

January 2023

We have been consistent with our advice this year that investors will need to remain patient in this post-pandemic period as multiple factors roil global markets and slow global economic growth. We see a likelihood of recession in Europe and increasing odds that there...
October 2022

October 2022

We have been consistent with our advice this year that investors will need to remain patient in this post-pandemic period as multiple factors roil global markets and slow global economic growth. We see a likelihood of a recession in Europe and increasing odds that...
July 2022

July 2022

In January, we noted that the S&P 500 index had finished 2021 with its second best three-year winning streak in history–and that the probability of a poor year for stocks was higher than it had been in many years. Unfortunately, that probability has become a...
April 2022

April 2022

As of this writing, the U.S. market is almost myopically focused on inflation — and the battle to choke it off. In recent months, well-documented supply chain issues have blossomed into inflation spikes across a wide range of industries.  It’s no secret that energy...
January 2022

January 2022

Despite most expectations, stocks continued their death-defying run last year and the S&P 500 finished the year with its second best three-year winning streak in history, bested only by the late 1990s tech bubble. In the face of the highest inflation in 40 years,...