Back to Earth
“Every time we fall to pieces, we build something new out of the hurt” – Back to Earth, Steve Aoki, 2014 That didn’t take…
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Timely market commentary, analysis, and thought leadership to help you stay informed.
The Memory Squeeze
The AI boom’s biggest supply constraint right now isn’t GPUs. It’s memory. Every AI server in every data center powering tools like…
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Market Momentum
In this week’s GVA Market Insights, our Asset Management team explores: Equity markets have surged over 10% since April 1st amid strong…
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Avoiding the Fate of the Dinosaurs
For the first time in years, the IPO market is generating legitimate buzz rather than cautious optimism. The second half of 2026…
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The Power
“It’s gettin’, it’s gettin’, it’s gettin’ kinda heavy” – The Power, Snap, 1990 The U.S. stock market is getting way ahead of itself. For…
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Private Market Noise
In this week’s GVA Market Insights, our Asset Management team explores: Private Markets Noise vs. Reality: Redemption headlines at BlackRock and Blue Owl…
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The Great Mismatch
Why Digital CAPEX Is Colliding with Physical Infrastructure Reality What happens when the tortoise and the hare must finish the race at…
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The 700 Billion Audit
Last week five of the biggest names in technology released their latest quarterly earnings results and while all beat top and bottom…
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Long May You Run
What a difference a month makes. It was at this same time thirty days ago when the S&P 500 was embroiled in…
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