Robertson 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 California Billionaire Tax Debate: Wealth Taxes May Be Coming
In recent news, Mark Zuckerberg is joining the California exodus of ultra-wealthy taxpayers and purchasing a home in Florida. The catalyst is California’s proposed 2026 Billionaire Tax Act, a ballot initiative that wouldMarket Rotation Accelerates as Manufacturing Rebounds and Al Volatility Rise
Executive Summary Stocks traded sideways this week before a late-week sell-off. The S&P 500 gained +0.5%, but it continued to lag the Russell 2000 and Equal Weight S&P 500. It’s now underperforming both indices byWeekly Economic Commentary
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 ConsumerRobertson Stephens Weekly Commentary – February 9, 2026
Data releases from the Bureau of Labor Statistics (BLS) — and from the Bureau of Economic Analysis (BEA), which uses BLS economists and staffers to prepare some of its data