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.
ETF Managed Portfolios,
Thematic Equity Portfolios,
Outsourced CIO,
& Sub-Advisory Services
How did we get here, and what's the path forward?
CIO Thoughts: Small Caps are the Second Most Negatively Correlated to Large Caps in History
CIO Thoughts: The Interest Rate Cycle Trumps the Political Cycle. Will ‘The Great Rotation’ Last?
CIO Thoughts: Is the Great Rotation under attack, given bad news is back to being bad news?
CIO Thoughts: The S&P 500 is Up 34% Since October 27. Now What?
We Are Still Bullish
Bad News is Back to Being Good News - Astoria Advisors on CNBC ETF Edge
CIO Thoughts: Better Margins, Earnings Recovery, and an Accommodative Fed
2024 Has Marked a Pivot of Economic Conditions that Investors Should Consider
The Economy is Stronger than Anyone Expected
CIO Thoughts: Are We Experiencing an AI Bubble?
CIO Thoughts: Should You Buy a Bitcoin ETF?
CIO Thoughts: Don't Wait Too Long
CIO Thoughts: Inflation is Down but Not Out – How to Prepare Your Portfolio
CIO Thoughts: Navigating Market Shifts – Insights from Astoria
What Makes the S&P 500 so Expensive?
The Case for Quality
CIO Thoughts: How to position your portfolio regardless of CPI print
CIO Thoughts: What's the outlook for 2H 2023?