An aerial view of town of San Francisco skyline and the Golden Gate Bridge in California, October 28, 2021.
Carlos Barria | Reuters
It has been greater than two years — going again to the beginning of the Covid pandemic — since I’ve been in a position to do a deep dive of Silicon Valley. However over the previous week I used to be in a position to reconnect with many executives, CEOs, and market insiders in CNBC’s San Francisco bureau, and I used to be blown away by what I discovered and the way various things have grow to be. It’s all fairly stunning in contrast even to the start of 2020.
I wish to give Investing Membership members an unique have a look at my observations and impressions of the worldwide heart of the know-how trade. I narrowed all of it down to fifteen core takeaways. They need to inform lots of your investing choices; I do know they may inform ours in my Charitable Belief portfolio.