Market Leadership Broadens as Rotation Continues
Executive Summary The S&P 500 Index declined -0.8% in February, but the headline masked broad underlying strength. The equal-weighted S&P 500 gained +3.5%, Large Cap Value rose +2.6%, and theWeekly Economic Commentary
The extremely valid question regarding the impact of war in the Middle East on the global economy simply cannot be well-answered at this time. Several immediate areas of concern are clear — oil andRobertson Stephens Weekly Commentary – February 23, 2026
“Head-spinning” is the word for the week. The Supreme Court rejection of many (not all) of President Trump’s tariffs served to sweep under the rug an almost embarrassing scramble to
The Most Overlooked Estate Planning Step: Why Communication Matters More Than Ever
An estate plan should be more than the legal minimum. Foundational documents such as wills, revocable trusts, powers of attorney, and healthcare proxies are a great start. For more affluentAI Disruption Pauses While the US Economy Remains Resilient
Executive Summary Last week, the S&P 500 returned +1.0%. Markets continued to be whipsawed as traders assess the impact of AI across a number of industries; oil rose and perceived inflation risks keptWeekly Economic Commentary
“Head-spinning” is the word for the week. The Supreme Court rejection of many (not all) of President Trump’s tariffs served to sweep under the rug an almost embarrassing scramble toRobertson Stephens Weekly Commentary – February 16, 2026
Although data released this week will largely be for the end of 2025, the data will serve to flesh out the picture hinted at by the Nonfarm Employment and Consumer