Silicon Valley Capital Partners

Silicon Valley Capital Partners

Managing Risk Inherent to Global Macroeconomics and Capital Market Opportunities

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  • Home
  • Client Services
    • Overview
    • Risk
    • Education
    • Advice
  • Updates
    • Company
    • Earnings
    • Foreign Policy
    • Inflation
    • Macro Trend
    • Monetary Policy
    • Strategy
    • Webinar
  • Contact

Uncategorized

Executive Summary of Recent Articles Explaining CAP-X Spending Boom.

October 10, 2025
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Services PMIs and the Late Business Cycle Expansion

September 5, 2025
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U.S. Tariff Revenues: Offsetting Tax Cuts and Shifting the Burden Abroad

August 27, 2025
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Past Performance is No Guarantee of Future Results

Silicon Valley Capital Partners is the advisor to the Global Strategy Lifestyle Funds, Separately Managed Accounts for Individuals. Silicon Valley Capital Partners and Where Are We Now are registered trademarks. Copyright 2023 Silicon Valley Capital Partners, L.P. No part of this material may be (i) copied, photocopied, or duplicated in any form by any means or (ii) redistributed without the prior written consent of Silicon Valley Capital Partners, L.P.

INVESTMENT UPDATES

  • Markets at an Inflection Point: Holding False Narratives in One Hand, Realistic Narratives in the Other
  • America’s Quiet Economic Turning Point: Five Takeaways From a New Supply‑Side Boom
  • Thinking Out Loud: Initial Thoughts on Kevin Warsh as Fed Chair
  • The Moderating Dollar: Rebalancing, Not Retrenchment
  • The AI (Artificial Intelligence) Super-Cycle

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