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John Davi of Astoria Advisors joins Nate Geraci on this week’s ETF Prime to break down Astoria’s 10 ETF picks for 2026.
Source: ETF Prime. January 15, 2026 John Davi of Astoria Portfolio Advisors LLC joins Nate Geraci on this week’s ETF Prime to break down Astoria’s 10 ETF picks for 2026. Warranties & Disclaimer There are no warranties implied. Past performance is not indicative of future results. Information presented herein is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment
Jan 172 min read


Reflecting on 2025 and Looking Ahead at Astoria
Dear Clients, I wanted to take a moment to wish you and your families a happy and healthy holiday season . It has been a pleasure working with you this past year, and we are grateful for the trust you continue to place in us. 2025 was an important year of progress for Astoria, and I wanted to highlight a few notable firm enhancements. We expanded headcount in several key areas. Bruce Lavine joined us as Chief Operating Officer and now leads our ETF division . Will Pham join
Dec 29, 20254 min read


10 Years of Hot Inflation? Why Real Assets Allocation Matters
Source: ETF.com . November 20, 2025 Warranties & Disclaimer There are no warranties implied. Past performance is not indicative of future results. Information presented herein is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. The returns in this report are based on data from f
Dec 2, 20252 min read


Your 7% Bond Gain Isn’t What You Think It Is
Source ChampC I read an article that bonds are having a “good year” as the AGG index is up 7% year to date (as of Nov. 11, 2025). That’s great, but the reality is investors lost nearly 50% of that to inflation, according to government statistics ( CPI Report ). And if you incorporate “real world inflation,” I estimate that investors could have lost significantly more of their total return to inflation. Investors, we have argued for the past 5+ years, should own tangible asset
Nov 11, 20254 min read


The “Debasement Trade” Is Back — And Astoria Was Ahead of the Curve
Source: Wix Media In a recent report, J.P. Morgan (click here ) made headlines by highlighting what it calls the “debasement trade.” The...
Oct 8, 20256 min read


From Tariff Pause to Speculative Sprint: Q2’s High-Beta Surge
The chart from Goldman Sachs highlights how speculative behavior surged in U.S. equities in Q2 2025 following the “Liberation Day” market...
Aug 13, 20253 min read


Post-Sicily Thoughts: The Third Great Technology Wave
Written by John Davi I just got back from Sicily, where my family, my brother’s family, and my parents visited Torretta , the town where...
Aug 13, 20253 min read


2025 - The Year of the Multi-Asset Portfolio
2025 is proving to be the year that vindicates disciplined, diversified, and contrarian investing. A multi-asset 60/40 portfolio that...
Jun 26, 20254 min read


The Lasting Impact of the COVID M2 Surge: Why Diversification Is More Crucial Than Ever
When the Fed increased the M2 money supply by over 40% during the COVID crisis, our instinct was that the implications would extend far...
Jun 20, 20254 min read


Astoria’s Latest Market Positioning + Cycle Indicator Update
Where Are We in the Cycle? How Is Astoria Positioned? Are We Overweight or Underweight Risk Assets? These are among the most frequently...
Jun 16, 20253 min read


A growing share of financial advisors are outsourcing their investment management to third parties
A recent Wall Street Journal piece highlights a major trend in wealth management: over 80% of fee-based advisors are now utilizing model...
Jun 14, 20253 min read


Celebrating 47 Years—with a Look at the Yield Curve
There’s nothing I’d rather do to celebrate my 47th birthday than write about the yield curve. 🙂 Twenty-five years ago, when I began my...
May 22, 20253 min read


Rising Debt, Shifting Markets: Navigating the Impacts of Fiscal Imbalance
The fiscal outlook continues to deteriorate, and we believe the implications for both fixed income and broader asset allocation are...
May 21, 20253 min read


Indeed, There is a Trump Put in Stocks
We believe the current environment reflects more than a temporary growth scare; rather, markets appear to be increasingly pricing in the risk
May 5, 20254 min read


How Astoria is Navigating Volatility
We believe the current environment reflects more than a temporary growth scare; rather, markets appear to be increasingly pricing in the ris
Apr 6, 20253 min read


Where do we go from here?
Image from Vecteezy The most important point we wanted to communicate is that tariffs were a known unknown . The S&P fell 40% at one...
Apr 5, 20255 min read


Astoria Portfolio Advisors Crosses $2B Milestone
Astoria Portfolio Advisors announced today that its assets under management and advisement surpassed $2 billion as of January 2025....
Feb 4, 20252 min read


Astoria Portfolio Advisors Adds Senior Leadership With ETF Industry Veteran Bruce Lavine
Astoria Portfolio Advisors announces that Bruce Lavine has joined as Head of ETFs and Chief Operating Officer. Mr. Lavine has over 30...
Jan 24, 20252 min read


CIO Thoughts: Be careful what you wish for. A 50bps cut would imply a recession and potentially a significant downturn for the S&P 500.
The probability of a 50bps rate cut has steadily increased over the past week (it is 63% as of today). The Fed has only cut 50bps in a...
Sep 15, 20245 min read


How did we get here, and what's the path forward?
Where are we? Powell’s presser not acknowledging a potential for a 50bps cut + BOJ surprise hike + poor ISM + Poor NFP + liquidity in...
Aug 5, 20244 min read
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