Silicon Valley Bank: A Perspective

By Peggy Stephan | March 15, 2023

We’re following the story of the failure of Silicon Valley Bank on Friday March 10.  While this is the largest bank failure since 2008, it’s not that unusual for a regional bank to fail.  Between 2016-2020 there were 16 bank failures, half of which occurred prior to the pandemic.  SVB was a large player in…

Read More

Resilience

By Bill Weihman | September 17, 2022

Investing is like life itself; wishing to avoid periodically going sideways or backwards is not realistic. Rather than seeking to avoid all hardship or setback, we should instead focus on developing stronger resilience. Peggy and I have just spent the past couple weeks watching tennis from the US Open in New York, happily recounting the…

Read More

Economic Commentary and Investment Update

By Bill Weihman | May 23, 2022

In 2022, the war in Ukraine and resulting sanctions, COVID supply chain shocks, and a re-ordering of global trade have leveled a solid bodycheck on the US and global economies. Even the strongest skater is likely to wobble under such circumstances. We’ll highlight a few themes which have occupied and at times confounded investors in…

Read More