TPW Advisory Monthly: Springing Forward
850 words – a 3 minute read. SUMMARY Spring weather brings a sense of excitement to the air. Cross Asset…
02/05/2021
Jay Pelosky
02/05/2021
Jay Pelosky
TPW Advisory Friday Musings: US Political Brand Value vs Financial Asset Value
Policies that raise the value of the US political brand, especially around issues of fairness and equality, via changes in…
23/04/2021
Jay Pelosky
23/04/2021
Jay Pelosky
TPW Friday Musings: Running Fast Just to Stand Still
Even for one who has been focused on “Covid Speed” the pace of change seems to be accelerating. Covid speed…
16/04/2021
Jay Pelosky
16/04/2021
Jay Pelosky
TPW Advisory Friday Musings: The Song Remains The Same
As we enter Q2 one considers the recent past and peers into the near future. Markets have pricked asset bubbles…
09/04/2021
Jay Pelosky
09/04/2021
Jay Pelosky
TPW Advisory Monthly: Investing Thematically in the Tri Polar World
I integrate my Tri Polar World (TPW) framework & Global Risk Nexus (GRN) process with thematic investing to answer a…
26/03/2021
Jay Pelosky
26/03/2021
Jay Pelosky
Friday Musings: Mr. Value, Meet Mr. Momentum
Jay Powell has been very clear – the Fed is now data dependent which is something we should celebrate –…
19/03/2021
Jay Pelosky
19/03/2021
Jay Pelosky
Friday Musings: If You Don’t Like the Weather ( Markets) Just Wait
Its Spring in NYC and like the markets, the weather changes every day: it hit 70 degrees yesterday and Sunday’s…
12/03/2021
Jay Pelosky
12/03/2021
Jay Pelosky
Friday Musings: Down with Domination, Up with Innovation
This past week may have marked both the end of US equity dominance and the beginning of a UST bear…
05/03/2021
Jay Pelosky
05/03/2021
Jay Pelosky
TPW Advisory Monthly: Investing Thematically
Amidst broad cross asset volatility the big picture remains constructive and relatively unchanged. Continue to expect a global economic Boom,…
26/02/2021
Jay Pelosky
26/02/2021
Jay Pelosky
Higher US Rates Are a Good Thing
Unprecedented liquidity provided by the Fed as well as the significant fiscal stimulus passed to date and the Biden administration’s…
23/02/2021
Jay Pelosky
23/02/2021
Jay Pelosky
Higher US Rates Are a Good Thing
Unprecedented liquidity provided by the Fed as well as the significant fiscal stimulus passed to date and the Biden administration’s…
22/02/2021
Jay Pelosky
22/02/2021
Jay Pelosky
Friday Musings: Snow Days Don’t Mean No Work Days
Lots to discuss amidst the snow days and holidays here in the States. Our Global Risk Nexus (GRN) keeps us…
19/02/2021
Jay Pelosky
19/02/2021
Jay Pelosky
Friday Musings: Higher US Rates are a Good Thing
Todays Musings are taken directly from my notes for this morning’s BTV Surveillance show. There has been a lot of…
12/02/2021
Jay Pelosky
12/02/2021
Jay Pelosky
Friday Musings: G is for Governance, G is for Growth, G is for Goodbye GME
Covid speed continues to dominate the global investment process with acceleration the name of the game. Investors’ need to think…
05/02/2021
Jay Pelosky
05/02/2021
Jay Pelosky
As The Tri Polar World Turns: Whiplash
From US Government Deconstruction to US Government Activism, from Covid speed of science to Covid speed disappoints, from Bubble talk…
31/01/2021
Jay Pelosky
31/01/2021
Jay Pelosky
Friday Musings: “I’m From the Govt and I am Here to Help”
A new political era has dawned in the US with the Inauguration of Pres. Joe Biden. His Administration has much…
22/01/2021
Jay Pelosky
22/01/2021
Jay Pelosky
Friday Musings: “From You, I Get the Story”
I am excited to launch TPW Advisory, an independent investment advisory boutique based in NYC. TPW Advisory will provide forward…
19/01/2021
Jay Pelosky
19/01/2021
Jay Pelosky
With a nod to The Who, I am excited to launch TPW Advisory, an independent investment advisory boutique. TPW Advisory…
15/01/2021
Jay Pelosky
15/01/2021
Jay Pelosky
