Jun 264 minCIO Thoughts: The S&P 500 is Up 34% Since October 27. Now What?The markets are experiencing a growth scare, which we believe is validated by tight monetary policy and weaker macro data (i.e.,...
May 293 minWe Are Still BullishLast December, we put out our year-ahead outlook; we provided a roadmap explaining why we were the most constructive we had been in...
May 115 minBad News is Back to Being Good News - Astoria Advisors on CNBC ETF EdgeIn the ever-evolving landscape of finance, understanding market dynamics is paramount. At Astoria, we continually monitor trends to...
Mar 273 minCIO Thoughts: Better Margins, Earnings Recovery, and an Accommodative FedAstoria has been constructive since the rate of inflation materially fell, and earnings troughed last year. Recall that we began using...
Mar 125 min2024 Has Marked a Pivot of Economic Conditions that Investors Should ConsiderSource: Wix Media 2024 has marked a pivot of economic conditions that investors should consider. Over the past two years, we saw rampant...
Feb 63 minThe Economy is Stronger than Anyone ExpectedSource: skodonnell Good morning, Wow, what a day for economic data on Friday. Payrolls expanded by 353K, twice as much as economists...