CNBC Closing Bell: Tech Sector | September 1, 2023

Brenda Vingiello, CFA, Sand Hill’s Chief Investment Officer, made a guest appearance on CNBC’s Closing Bell to discuss the tech companies she believes has more upside potential. 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 imply that … Continued

CNBC Halftime Report: Amazon’s Earnings | August 4, 2023

Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime panel at the New York Stock Exchange to discuss Amazon’s earnings. Her commentary begins at the 1:17 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 … Continued

CNBC Halftime Report: Apple’s Earnings | August 3, 2023

Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime panel at the New York Stock Exchange to discuss her view on Apple’s earnings and the company’s future. Her commentary begins at the 2:26 mark. This content was produced and provided by an unaffiliated third party entity. We are providing this video as … Continued

The Recession That Wasn’t

July 21, 2023 The last several years have been full of unexpected surprises, with the most recent one being the lack of a recession given that many economists had been repeatedly predicting that one was surely just six months away. A recession has certainly seemed like it would be an obvious outcome when considering the … Continued

Reinvesting Cash on the Sidelines

July 20, 2023 It is human nature to want to avoid loss and instead seek refuge in something that feels safe. After the very pronounced and painful market declines of last year, a new wave of participant risk aversion flooded markets as investors piled a record amount into money market funds, where $5.4 trillion of … Continued

CNBC Halftime: Apple’s All-Time High | June 5, 2023

Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined CNBC’s Halftime Report panel to share her expectations on Apple ahead of the company’s Worldwide Developers Conference. 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 imply that Sand … Continued

CNBC Closing Bell: Amazon Discussion | April 27, 2023

Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, made a guest appearance on CNBC’s Closing Bell on April 27, 2023 to share her views on Amazon ahead of the company’s reporting earnings. This content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience only and such … Continued

Welcome Back to an Economic Cycle

April 27, 2023 With the multiple levels of support thrown at global economies and capital markets post 2019, many have forgotten what an economic cycle is, and many are too young to have experienced one. Until February of 2020, the U.S. economy was enjoying the longest expansionary period on record which caused many to question … Continued

The “S” Word

April 26, 2023 Even though George Carlin and others have long pushed the boundaries, there are still some words—including a certain “S” word—that are typically not used in polite company. In the investment arena, there is another unwelcome “S” word that most people prefer not to speak of. That word is stagflation. And yet, there … Continued

A Finfluencer Said So—It Must be True!

April 25, 2023 Social media has transformed our lives, so much so that it has gained a sort of legitimacy as a means of communication and information sharing. Many “internet celebrities” have ridden this wave, despite having little to no background or expertise in the areas related to their posts. According to a TIAA survey, one-third … Continued