by RMCM | Apr 24, 2023 | Newsletters
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...
by RMCM | Feb 23, 2023 | Newsletters
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...
by RMCM | Oct 18, 2022 | Newsletters
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...
by RMCM | Jul 25, 2022 | Newsletters
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...
by RMCM | Apr 14, 2022 | Newsletters
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...
by RMCM | Jan 10, 2022 | Newsletters
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,...
