Robertson Stephens Weekly Commentary – August 3, 2026
The Bureau of Economic Analysis (BEA) released considerable, albeit preliminary, data on the US economy in the second quarter, and much of the story got lost in the glare of
Passing Down the Family Home Without Passing Down a Fight
A vacation home may outlive the mortgage, the renovations, and often the parents who bought it. Whether it’s a waterfront property, a cabin in the mountains, or an apartment inFundamentals Drive Markets in the Absence of Fed Action
Executive Summary Last week, stocks were up and bonds prices traded down/yield up. The MSCI Emerging Markets Index outperformed both the MSCI EAFE Index and the S&P 500. The best-performingWeekly Economic Commentary
The Bureau of Economic Analysis (BEA) released considerable, albeit preliminary, data on the US economy in the second quarter and much of the story got lost in the glare ofRobertson Stephens Weekly Commentary – July 27, 2026
In light of the new tariffs imposed by President Trump and the sharp increase in the price of oil (Brent was above $100 this weekend but has fallen equally sharply Mega IRAs: Is It Time to Reposition Large Growth Assets?
More than 11,000 Americans now hold IRAs or 401(k)s worth $10 million or more, with over 1,000 above $25 million, according to the Joint Committee on Taxation. These balances don’tGeopolitical Tensions Escalate While Risk Assets Fall
Markets traded lower this week as geopolitical tensions escalated in the Middle East and the price of oil surged +15%. The S&P 500 and Nasdaq each declined around -2%, withWeekly Economic Commentary
In light of the new tariffs imposed by President Trump and the sharp increase in the price of oil (Brent was above $100 this weekend but has fallen equally sharplyRobertson Stephens Weekly Commentary – July 13, 2026
Ten days after the Fourth of July, the fireworks continue with the testimony of new Federal Reserve Chairman Kevin Warsh before the House Financial Services Committee (July 14) and the