Amid potential macroeconomic softness and very high stock valuation multiples, the best thing for investors to do now is to deploy cautious stock-picking to ensure only the highest-quality names remain in our portfolios. I am boosting my exposure to cash and short-termWith 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 to ...