For the most part, the sharp rally in the stock market has been at odds with the underlying macroeconomic reality. Consumers are worried about inflation and possible job cuts, and the Fed is preparing to cut ratesWith 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. He has been a regular contributor on Seeking Alpha ...