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 – Strategy

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

January 30, 2026
Read More

A Second Look at Tariffs and Their Impact on the Macroeconomy

December 29, 2025
Read More

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

November 28, 2025
Read More

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

May 23, 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

  • America’s Quiet Economic Turning Point: Five Takeaways From a New Supply‑Side Boom
  • Thinking Out Loud: Initial Thoughts on Kevin Warsh as Fed Chair
  • The Moderating Dollar: Rebalancing, Not Retrenchment
  • The AI (Artificial Intelligence) Super-Cycle
  • The Outlook for the Yuan (Renminbi)

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.