FOMC Sends a Dovish Signal Despite the Expectation of a Hawkish Message
By Christopher Combs, Chief Investment Officer Silicon Valley Capital Partners December 10, 2025 Executive Summary — Five Takeaways The Fed cut rates by 25 bps and paired the move with a tone that was noticeably more accommodating than what markets expected heading into the meeting. The Committee upgraded its growth outlook and lowered its inflation […]
AI Implementation Is Significant and Will Force a Stand-Up Across Global Enterprises — Those Who Don’t Invest Will Fall Behind
By Christopher Combs, AI Assisted Chief Investment Officer Silicon Valley Capital Partners Executive Summary Artificial intelligence is now exerting measurable influence on the U.S. labor market, enterprise spending patterns, and monetary policy. The latest MIT “Iceberg Index” confirms that 11.7% of American jobs are already exposed to tasks that current AI systems can perform, representing […]
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, […]