Robertson Stephens Weekly Commentary – October 26, 2026
Federal Reserve Chairman Kevin Warsh is a very good economist and occasionally emphasizes the point by indulging in the long, nerdy answers that delight the profession. It would thus be
The Jimmy Buffett Estate Debacle: A Lesson in Choosing Co-Trustees
The Jimmy Buffett estate fight over a $275 million marital trust shows how co-trustee plans break down, and what families can build in to prevent it. What the Jimmy BuffettMarket Leadership Rotates as Small Caps Gain and Tech Slips
Executive Summary Major U.S. stock indexes closed the week mixed as concerns about artificial intelligence related spending and financing weighed on large-cap technology shares, while small-cap and value-oriented stocks outperformedEconomic Commentary: Suppress Your Excitement
Worth Watching Suppress Your Excitement Federal Reserve Chairman Kevin Warsh is a very good economist and occasionally emphasizes the point by indulging in the long, nerdy answers that delight theRobertson Stephens Weekly Commentary – October 19, 2026
Inflation is a real problem. If you are a central banker, anywhere, the proper response to that statement is “of course.” Some economists, pre-disposed to equivocating, might answer “maybe”; Exhibit For Better or for Worse: How Marriage Shapes Your Tax Bill
Whenever people talk about how the U.S. tax code treats married couples, the phrase “marriage penalty” is typically used. But calling it a flat penalty oversimplifies things. Depending on howTreasury Yields Fall as Inflation and AI Debt Worries Rise
Executive Summary Last week, stock prices were mixed, and bond prices were up (yields down). The MSCI EAFE (non-US developed) outperformed the S&P 500 and MSCI Emerging Markets indices. TheEconomic Commentary: Higher, Faster, Not Better
Worth Watching Higher, Faster, Not Better Inflation is a real problem. If you are a central banker, anywhere, the proper response to that statement is “of course.” Some economists, pre-disposed toRobertson Stephens Weekly Commentary – October 12, 2026
US exports increased in August, but not nearly enough to counter surging imports. Energy played a role on both sides of the equation. As has been widely discussed, diesel and