Relatórios

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

Bolsas Internacionais Commodities Estados Unidos Estratégia Global Europa Macroeconomia

1 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 5

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

Emerging Markets Estados Unidos Estratégia Global Europa Macro Internacional

1 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 5

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

China Estados Unidos Fintech Macro Internacional

1 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 5

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

China Commodities Estratégia Global Europa Fintech Macro Internacional

3 votos. média: 4,00 out of 53 votos. média: 4,00 out of 53 votos. média: 4,00 out of 53 votos. média: 4,00 out of 53 votos. média: 4,00 out of 5

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

Cripto Investimentos Estratégia Global Fintech Macro Internacional

1 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 5

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

Global Multi Assets Global Strategy Technical Analysis Thematic Investiments

1 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 5

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

1 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 5

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

Cripto Investimentos Debt Estratégia Global Macro Internacional

1 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 5

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

Cripto Investimentos Estratégia Global Fintech Macro Internacional

3 votos. média: 5,00 out of 53 votos. média: 5,00 out of 53 votos. média: 5,00 out of 53 votos. média: 5,00 out of 53 votos. média: 5,00 out of 5

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

Crédito Soberano Estratégia Global Macroeconomia

1 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 5

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

3 votos. média: 4,67 out of 53 votos. média: 4,67 out of 53 votos. média: 4,67 out of 53 votos. média: 4,67 out of 53 votos. média: 4,67 out of 5

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

Commodities Estratégia Global Investimentos Temáticos Macro Internacional Multiativos Globais

2 votos. média: 5,00 out of 52 votos. média: 5,00 out of 52 votos. média: 5,00 out of 52 votos. média: 5,00 out of 52 votos. média: 5,00 out of 5

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

Cripto Investimentos Estados Unidos Estratégia Global Fundos Multimercado Geopolitica Macro Internacional

1 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 5

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

Estados Unidos Estratégia Global Investimentos Temáticos Macro Internacional Macroeconomia Multiativos Globais

2 votos. média: 4,00 out of 52 votos. média: 4,00 out of 52 votos. média: 4,00 out of 52 votos. média: 4,00 out of 52 votos. média: 4,00 out of 5

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

Estados Unidos Estratégia em ações Estratégia Global Investimentos Temáticos Macro Internacional Multiativos

2 votos. média: 5,00 out of 52 votos. média: 5,00 out of 52 votos. média: 5,00 out of 52 votos. média: 5,00 out of 52 votos. média: 5,00 out of 5

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

Europa Geopolitica Investimentos Temáticos Macro Internacional Multiativos Globais

1 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 5

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

Currencies Fixed Income Geopolitics Global Multi Assets Global Strategy

1 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 5

19/01/2021

Jay Pelosky

TPW Advisory

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

1 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 51 voto. média: 5,00 out of 5

15/01/2021

Jay Pelosky

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