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Smith Capital Investors 5×5

We extend a warm welcome to our latest 5x5 write-up, a compilation designed to shed light on the five elements of the market that have captivated our attention, as well as five key focal points that are central to our discussions.

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Jerome Powell In Jackson Hole

  Jerome Powell in Jackson Hole   The much-awaited speech from Jerome Powell was a bit of a sleeper. We perceive that Chair Powell intended to convey a well-balanced message, and from our vantage point, he largely succeeded in achieving this objective....

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Celebrating 5 Years of Service

    Our mailing address is: Smith Capital Investors 1430 Blake Street Denver, CO 80202 303-597-5555 833-577-6484 info@smithcapitalinvestors.com www.smithcapitalinvestors.com   The opinions and views expressed are as of the date published and are subject...

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Little Thought, Big Implications?

    Little Thought, Big Implications?   In our latest piece on credit, focused on banks, we highlighted three likely resultants of the underlying market dynamics that were made evident through the collapse of Silicon Valley Bank (SVB). Those three...

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Post Fed Thoughts

  Post Fed Thoughts   The Federal Open Market Committee (FOMC) announced a 25 basis points hike in its meeting yesterday, as expected, bringing the upper bound of the target policy rate to 5.25%, which is the highest level since 2007. The Fed also maintained...

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Key Themes for 2023: Trading

      Key Themes for 2023: Trading   Trading Zach Tucker, Head of Trading If 2021 was the celebration party for portfolio trading (PT), then 2022 was the year of the exchange-traded fund (ETF). We closed 2021 engaged with numerous counterparties...

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