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

Updates – Macro Trend

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

December 11, 2025
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AI Implementation Is Significant and Will Force a Stand-Up Across Global Enterprises — Those Who Don’t Invest Will Fall Behind

November 28, 2025
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Important Earnings Season Observations

October 31, 2025
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U.S. Debt to GDP: A Post-WWII Comparison to the Modern Era and Fiscal Policy Implications

May 23, 2025
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Trump 2.0 Flatter and Fatter Distribution Outcome

January 6, 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

  • 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
  • The First Trim Since Q2 2025 – Why the Future Still Looks Very Bright

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