Follow
About Jay
Forward looking and thematic, Jay Pelosky is the founder and principal at TPW Advisory where he leverages his proprietary work on the Tri Polar World (TPW) and Global Risk Nexus (GRN) to generate original, differentiated, and actionable investment advice, including his Model Portfolio Delivery Service (MPDS), for individual and institutional investors alike. Mr. Pelosky invests alongside his MPDS clients, investing his own capital in a global, multi asset, ETF based style for almost 20 years. He has over 30 years of multi-asset investment experience in roughly 50 countries. At Morgan Stanley, he was a top II ranked strategist in global asset allocation, global equity, and global emerging markets.
Jay's Articles
The S&P 500 Index (^SPX) just had an impressive multi-week win streak. New all-time highs are piling up in global indices, too. But the real investment and trading game today is playing out in the thematic space – what we call Thematics 2.0, advises Jay Pelosky, founder and principal at TPW Advisory.
Jay Pelosky
GLOBAL
We employ Newton's First Law of Motion: What is in motion tends to stay in motion. And my 30-plus years of global macro experience have taught me the criticality of having a framework to make sense of the globe, advises Jay Pelosky, founder and principal at TPW Advisory.
Jay Pelosky
GLOBAL
With much of the global equity space regularly hitting record highs in 2025, allocators might find an upside surprise in one of the worst-performing sectors this year: The oil patch. Historically, classic commodity bull cycles have often begun with precious metals, extended to industrial metals, and then incorporated the energy complex, notes Jay Pelosky, founder and principal at TPW Advisory.
Jay Pelosky
ENERGY
The enthusiasm and euphoria that greeted the Trump election win, especially among the retail investor base, has been replaced by retail sentiment at levels last seen at the bottom of the 2022 bear market. Additionally, rotation is the lifeblood of bull markets and today, the rotation is global – from the US to the rest. ETFs like the iShares MSCI Emerging Markets ETF (EEM) are benefitting, advises Jay Pelosky, founder and principal at TPW Advisory.
Jay Pelosky
TRADING