Silicon Valley Capital Partners

Silicon Valley Capital Partners

Managing Risk Inherent to Global Macroeconomics and Capital Market Opportunities

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

Updates – Inflation

Oil at $170 a Barrel or Lower Is Not Likely to Create a Recession in the United States

April 2, 2026
Read More

America’s Quiet Economic Turning Point: Five Takeaways From a New Supply‑Side Boom

January 30, 2026
Read More

FOMC Sends a Dovish Signal Despite the Expectation of a Hawkish Message

December 11, 2025
Read More

Trump 2.0 Flatter and Fatter Distribution Outcome

January 6, 2025
Read More

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

  • 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
  • Synchronized Consolidation

Client Login

If you have an account with SVCP, please click the button below to login to your account:

EMONEY

BLACK DIAMOND

Video Library

Copyright Silicon Valley Capital Partners, L.P. All rights reserved. Privacy Policy | SMS Messaging Terms & Conditions | Client Relationship Summary Form CRS | Terms of Use
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.