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2023 SCI Reflections

As we approach the close of another year, I find great value in reflecting on the past year. At the end of each year, I ask my team to dedicate time to reflect on the year and draft an email to share with the entire team. These reflections, whether centered on...

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Where do we go from here?

  Where Do We Go from Here?   This week’s FOMC meeting and inflation data set the stage for an everything rally in the markets with the market, once again, shifting sentiment. This time from the ‘higher for longer’ mindset to a ‘pause and pivot’ mindset....

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New Sub-Advisor Agreement

    Smith Capital Investors is pleased to announce the launch of a Core Plus ETF sub-advisory relationship with SS&C ALPS Advisors. This ETF is similar to the Total Return mutual fund strategy, offering an alternative vehicle for those who prefer ETFs...

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The Great Debate

We recently conducted a Bull vs. Bear exercise for credit to help inform our positioning and battle any psychological biases that we might have with regard to the current portfolios.

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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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