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
May was a strong month for investors, with major indices reaching new all-time highs, even as the bond market faced challenges from inflation concerns. The S&P 500 climbed above 7,500 for the first time, supported by continued strength…
June 6, 2026
April's performance is a reminder that markets can experience strong rebounds even in the face of ongoing investor concerns - we always climb a wall of worry. Despite the continuing war in the Middle East, major market indices…
May 5, 2026