Meet Jay Pelosky

Jay Pelosky

Jay is the founder of TPW Advisory and former top ranked head of asset allocation at Morgan Stanley.

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Recent Articles

  1. The Bear Case

    Jay Pelosky

    What is the UST bond market trying to tell us? The 10-year UST at 1.45% is certainly not telling us to fear embedded inflation, though...

  2. 2H Outlook: The Pause That Refreshes

    Jay Pelosky

    As we approach midyear, Covid Speed’s breakneck pace seems to have slowed. Cross-asset markets have paused, with stable stocks, bonds...

  3. Commodities Are the Boss

    Jay Pelosky

    It seems like commodities are the boss now. BofA reports that broad commodities just poked their head into positive territory...

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