It's difficult to look at the fresh new records in the S&P 500 and reconcile the surge in stocks with a bleaker macroeconomic reality. As we dive into the Q2 earnings season, many companies (particularly those with exposure to consumer spending trends) are reportingWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today ...