CNBC Squawk Box: Job Data Supports a Strong Consumer | January 5th, 2024

Brenda Vingiello, Sand Hill Global Advisors CIO, joins ‘Squawk Box’ to discuss the latest market trends ahead of the opening bell. Her commentary begins at the 36 second mark. This content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience only and such provision does not … Continued

The Robots are Coming!

Before earning the moniker “Gen X”, my generation was known as the 13th Generation (being the country’s 13th generation since American Independence). While not the luckiest of numbers, I’ve always considered our generation to be fortunate, having grown up before the technology revolution as well as having benefited so substantially in our work and lives … Continued

Is This What “Normal” Feels Like?

When the year began, it seemed like the economic landscape was great and only getting better. Congress had just passed a sweeping tax reform package, leading economic indicators suggested acceleration in economic growth, corporate earnings growth was being revised higher, and even tensions in North Korea appeared to be softening. The stock market reacted favorably … Continued

Mixed Signals

Investors have had a lot to be excited about thus far in 2017.  With stocks reaching new all-time highs and longer-term interest rates trending lower, every asset class, with the exception of commodities, has delivered a positive return.  However, two important markets – the U.S. stock market and the U.S. bond market – have begun … Continued

Fed Up? Don’t be. History is on Your Side

Eight centuries ago, in a muddy field near the royal fortress of Windsor Castle, the unpopular King John was forced to strike one of history’s most important bargains.  A group of rebellious barons, resentful of his heavy-handed rule and even heavier taxation policy, coerced his royal seal to one of the most important documents in … Continued

Still Waters Run Deep

“Damn the torpedoes, full speed ahead!” – Admiral Farragut (paraphrased), August 5th, 1864 In the final year of the American Civil War, as part of a larger effort to blockade Confederate ports, Admiral Farragut entered the heavily mined port of Mobile, Alabama.  Tethered, underwater mines were known as ‘”torpedoes” in those days.  As his fleet … Continued