While outsourced and supplemental trading (OST) solutions are not new, their adoption has shifted from investment partnerships (hedge funds) to RIAs and investment managers. Recognizing this shift, CAPIS’ supplemental and outsourced trading offerings focus on the needs of the broader buy-side community.

Research

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The Morning Note

CAPIS Morning Note – 01/12/26: Stocks Lower As Trump and DOJ Take on Chairman Powell Who Says Not So Fast

01.12.2026
The Morning Note

CAPIS Morning Note – 01/09/26: Job’s Friday. Supreme Court Ruling on Tariffs? Stocks Higher.

01.09.2026
The Morning Note

CAPIS Morning Note – 01/08/26: Stocks Continue Yesterday Afternoon’s Selling

01.08.2026
The Morning Note

CAPIS Morning Note – 01/07/26: Stocks Mixed In Front of Lots of Economic Data Today

01.07.2026
The Morning Note

CAPIS Morning Note – 01/06/26: CES Kicks Off Show, Nvidia Provides Keynote. Stocks Flat To Modestly Lower

01.06.2026
The Morning Note

CAPIS Morning Note – 01/05/26: Monroe Doctrine Expands 200 Plus Years Later Into South America, Stocks Higher

01.05.2026
The Morning Note

CAPIS Morning Note – 01/02/26: Welcome to 2026: Tech, Gold, Silver Up This Morning

01.02.2026
The Morning Note

CAPIS Morning Note – 12/31/25: Bad Santa Delivers Coal To Wall Street

12.31.2025
The Morning Note

CAPIS Morning Note – 12/30/25: FOMC minute Out At 2:00 P.M. EST

12.30.2025
The Morning Note

CAPIS Morning Note – 12/29/25: Stocks Start The Week Modestly Off, Progress On Ukraine

12.29.2025
The Morning Note

CAPIS Morning Note – 12/23/25: Stocks Modestly Lower Into Economic Data

12.23.2025
The Morning Note

CAPIS Morning Note – 12/22/25: Stocks Higher as We Start Santa Claus Rally On Wednesday

12.22.2025
The Morning Note

CAPIS Morning Note – 12/19/25: Stocks Higher as We Get More Economic Data

12.19.2025
The Morning Note

CAPIS Morning Note – 12/18/25: Stocks Rally on Micron Beat – CPI at 8:30 a.m. EST

12.18.2025
The Morning Note

CAPIS Morning Note – 12/17/25: Stocks To Break Three Day Losing Streak?

12.17.2025
The Morning Note

CAPIS Morning Note – 12/16/25: Stocks Lower For A Third Day

12.16.2025
The Morning Note

CAPIS Morning Note – 12/15/25: Stocks Rebound From Friday Selloff

12.15.2025
The Morning Note

CAPIS Morning Note – 12/12/25: S&P 500 Breaks Out To A New High, 6901

12.12.2025
The Morning Note

CAPIS Morning Note – 12/11/25: Stocks Give Up Some

12.11.2025
The Morning Note

CAPIS Morning Note – 12/10/25: FOMC Up At 2:00 p.m. EST and 2:30 p.m. EST

12.10.2025
The Morning Note

CAPIS Morning Note – 12/09/25: Markets Flat As Investors Wait For Fed

12.09.2025