3rd Quarter Earnings Season in Review and Earnings Season 2026 Expectations: Three Conclusions
By Chris Combs, Silicon Valley Capital Partners The third quarter of 2025 delivered a mixed but clarifying message for U.S. large-cap equities: the era of effortless mega-cap outperformance has temporarily eased, while the broader corporate landscape has quietly strengthened. With all seven companies in the so-called “Magnificent 7” now having reported, investors finally have a […]
Important Earnings Season Observations
By Christopher Combs, Silicon Valley Capital Partners — October 31, 2025 The Q3 2025 earnings season is delivering a wealth of data, and I believe there are eight particularly important observations that deserve attention. These insights matter not only for how markets are digesting results today, but also for how portfolios should be positioned going […]
Trump 2.0 Flatter and Fatter Distribution Outcome
Donald Trump’s First Term Accomplishments versus Second Term Opportunities: Less Levers to Pull Christopher Combs Chief Capital Market Strategist Silicon Valley Capital Partners Donald Trump’s second term as President of the United States begins under markedly different economic conditions than his first. The economic backdrop of January 2017 offered distinct advantages compared to January 2025, […]