I'll cut to the chase: I'm nervous about where markets are currently trading. In rallying 6% since the start of the year (with most of these gains concentrated in large-cap stocks), markets are underestimating the economic fallout from tariffs asWith 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 regu ...