Mar 273 minCIO Thoughts: Better Margins, Earnings Recovery, and an Accommodative FedAstoria has been constructive since the rate of inflation materially fell, and earnings troughed last year. Recall that we began using...
Mar 125 min2024 Has Marked a Pivot of Economic Conditions that Investors Should ConsiderSource: Wix Media 2024 has marked a pivot of economic conditions that investors should consider. Over the past two years, we saw rampant...
Feb 63 minThe Economy is Stronger than Anyone ExpectedSource: skodonnell Good morning, Wow, what a day for economic data on Friday. Payrolls expanded by 353K, twice as much as economists...
Jan 313 minCIO Thoughts: Are We Experiencing an AI Bubble?Source: BlackJack3D Good morning, The left chart, courtesy of JP Morgan, shows the stock concentration in the S&P 500 since the 1960s. ...
Jan 104 minCIO Thoughts: Should You Buy a Bitcoin ETF?Source: Pixabay Should You Buy a Bitcoin ETF? Astoria has followed Bitcoin, doing research since 2018. On January 9, 2018, when Bitcoin...
Dec 5, 20232 minCIO Thoughts: Don't Wait Too LongIf you wait for all of your indicators to turn positive, you will miss the rally (as most did in November when the S&P 500 rallied 9%)....