TPW Advisory
TPW Advisory

TPW Advisory

TPW Advisory is an independent investment advisory boutique offering forward looking, actionable & thematic investment advice to institutions and individuals alike, founded by Jay Pelosky. Learn more:
Location: New York


Latest articles from TPW Advisory

Look To The East

YTD cross asset market action stuffs what seems like a full year’s worth of volatility in two weeks with enough diverse data points, market spikes (rates) and drops (Nasdaq) to leave one’s head spinning. Current market performance is in fact tracking...
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Jay Pelosky @ TPW Advisory 14 January 2022

The Fog Lifts

2021 was a pretty good investment year; our “Golden Age of Asset Allocation” outlook piece aged well but in this Age of Speed its focus forward or get run over. Cross asset markets are pricing in the return to a pre Covid, low growth, low inflation p...
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Jay Pelosky @ TPW Advisory 8 January 2022

Never Before Seen

I was on Bloomberg TV Wednesday morning – it was a great session. Range trading assets, be they equity, bond, commodity or currency, have all bounced off the bottom of their ranges; markets remain in a holding pattern, trying to ascertain the post Co...
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Jay Pelosky @ TPW Advisory 23 December 2021

The Bend But Don't Break Markets

Its late in the game (of 2021 performance) and the equity markets are under pressure, bedeviled by concerns about things they think they know (like the Fed) and things they don’t, like Omicron. Given that most 2022 surveys have a Fed policy mistake a...
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Jay Pelosky @ TPW Advisory 17 December 2021

Sell The Rumor, Buy The News

I don’t think that’s the way the saying is supposed to go but with so many things so up in the air I guess anything is possible. The UST yield curve last week was so flat it mimicked the depth of Covid fear back in Spring 2020 – does that seem right ...
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Jay Pelosky @ TPW Advisory 10 December 2021

The Tri Polar World In An age of Speed

Our first TPW update in almost two years focuses on The Age of Speed – Covid Speed, Climate Speed and Analytical Speed & how it is likely to accelerate the process of regional integration in the Tri Polar World of Europe, Asia and The Americas. The A...
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Jay Pelosky @ TPW Advisory 3 December 2021