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

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

November 14, 2024
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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

  • History 101: If Central Banks Won’t Raise Interest Rates, the Bond Market Will Raise Rates for Them
  • AI Is Exposing a Fault Line in Private Markets
  • S&P 500 Revenue Growth Surges to Highest Level Since 2021
  • Falling Inflation Changes the Fed Debate
  • Three Macro Points in 3 Minutes – Record Profit Margins Continue to Support the Bull Market

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