The third quarter was mixed for investors with two major drivers impacting portfolios. On the one hand, interest rates rose to 20-year highs, while on the other hand, exceptional corporate earnings continued to support stocks. Amid these major…
October 5, 2026
August was another example of the idea that strong markets do not require a perfect setup. While there continues to be uncertainty around oil prices, the Fed, new tariffs affecting global trade, and interest rates that are at…
September 2, 2026
The market has been on quite a run, so I’d describe my outlook as cautiously optimistic. It reminds me of the last major tech cycle I experienced firsthand—the 1990s, which was also based in the Bay Area. Back…
July 16, 2026
A smooth sea never made a skilled sailor. If that’s true, we’ve all logged some serious training hours this year. War in Iran. Oil prices spiking hard enough to push inflation to multi-year highs. Real questions about whether…
July 13, 2026