We believe the current environment reflects more than a temporary growth scare; rather, markets appear to be increasingly pricing in the ris

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...

Astoria Portfolio Advisors announced today that its assets under management and advisement surpassed $2 billion as of January 2025....

Astoria Portfolio Advisors announces that Bruce Lavine has joined as Head of ETFs and Chief Operating Officer. Mr. Lavine has over 30...

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...

Where are we? Powell’s presser not acknowledging a potential for a 50bps cut + BOJ surprise hike + poor ISM + Poor NFP + liquidity in...

As you probably know, Astoria has been vocal about diversifying away from market cap-weighted indices for many years now.  We have...

As we have seen, there has been a sizable rotation out of growth and into value-centric assets since Thursday, July 11. Our thoughts: The...

Don’t get myopic and lose sight of the big picture.  We had a 10-year period where investor portfolios were dominated by mega-cap, US...

The markets are experiencing a growth scare, which we believe is validated by tight monetary policy and weaker macro data (i.e.,...

Last December, we put out our year-ahead outlook; we provided a roadmap explaining why we were the most constructive we had been in...

In the ever-evolving landscape of finance, understanding market dynamics is paramount. At Astoria, we continually monitor trends to...

Astoria has been constructive since the rate of inflation materially fell, and earnings troughed last year.  Recall that we began using...

Source: Wix Media 2024 has marked a pivot of economic conditions that investors should consider. Over the past two years, we saw rampant...

Source: skodonnell Good morning, Wow, what a day for economic data on Friday. Payrolls expanded by 353K, twice as much as economists...

Source: BlackJack3D Good morning, The left chart, courtesy of JP Morgan, shows the stock concentration in the S&P 500 since the 1960s. ...

Source: Pixabay Should You Buy a Bitcoin ETF? Astoria has followed Bitcoin, doing research since 2018. On January 9, 2018, when Bitcoin...

If 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%)....

Astoria recently paticipated in a webinar discussing inflation (click here to watch the full recording). The content in this blog was...

Astoria's ETF Portfolio Adjustments Over the past year, we have made significant adjustments to our ETF Model Portfolios, strategically...