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

Updates – Foreign Policy

Does the European Union Unfairly Benefit from the United States’ Productivity and Output?

November 14, 2024

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

CONSUMER RESILIENCE: How Are Energy Price Swings Impacting the U.S. and Global Consumer — and How Long Can Resilient Spending Continue?
U.S. Manufacturing Renaissance: The Supply-Side Expansion Hiding in Plain Sight
Right Side. Wrong Side. In the AI economy, free cash flow growth, not narrative, will determine who compounds and who disappears.
Oil at $170 a Barrel or Lower Is Not Likely to Create a Recession in the United States
Oracle’s AI Infrastructure Buildout Is Gaining Traction and Why That Matters for Revenue in H2 2026

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