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 – 10/23/25: Stocks Mixed

10.23.2025
The Morning Note

CAPIS Morning Note – 10/22/25: Gold Continues To Fall, Stocks Mixed

10.22.2025
The Morning Note

CAPIS Morning Note – 10/21/25: Apple Hits A New All Time High, Market Cap Approaching $4 Trillion

10.21.2025
The Morning Note

CAPIS Morning Note – 10/20/25: Stock Start Week On A Positive Note

10.20.2025
The Morning Note

CAPIS Morning Note – 10/17/25: Stock Down But Off The Morning Lows

10.17.2025
The Morning Note

CAPIS Morning Note – 10/16/25: TSM Rips Higher, Stocks See More Upside

10.16.2025
The Morning Note

CAPIS Morning Note – 10/15/25: Stocks Rebound On Rate Cut Hopes

10.15.2025
The Morning Note

CAPIS Morning Note – 10/14/25: Stocks Sell-off On China Trade Escalation

10.14.2025
The Morning Note

CAPIS Morning Note – 10/13/25: Earnings Start Tuesday, Trump Speaking From Israel and JPM To Invest $1.5 Trillion – Stocks Higher

10.13.2025
The Morning Note

CAPIS Morning Note – 10/10/25: Earnings Start Next Week, Stocks Mixed

10.10.2025
The Morning Note

CAPIS Morning Note – 10/09/25: Stocks Mixed As Shutdown Rolls On

10.09.2025
The Morning Note

CAPIS Morning Note – 10/08/25: Stocks Rebound

10.08.2025
The Morning Note

CAPIS Morning Note – 10/07/25: Stocks Mixed

10.07.2025
The Morning Note

CAPIS Morning Note – 10/06/25: Stocks Higher For Day Four of Government Shutdown. FITB to Buy CMA. Open AI Does Deal With AMD.

10.06.2025
The Morning Note

CAPIS Morning Note – 10/03/25: Stocks Higher For Day Three of Government Shutdown

10.03.2025
The Morning Note

CAPIS Morning Note – 10/02/25: Stocks Higher For Day Two of Government Shutdown

10.02.2025
The Morning Note

CAPIS Morning Note – 10/01/25: Stocks Turn Lower On Shutdown

10.01.2025
The Morning Note

CAPIS Morning Note – 9/30/25: Stocks Lower As Shutdown Hours Away With No Deal On The Table

09.30.2025
The Morning Note

CAPIS Morning Note – 9/29/25: Stocks Continue Friday Rally, Gold Tops $3800

09.29.2025
The Morning Note

CAPIS Morning Note – 9/26/25: PCE Core Due Out At 8:30 a.m. EDT. Trump To Attend Ryder Cup

09.26.2025
The Morning Note

CAPIS Morning Note – 9/25/25: Stocks Weak This Morning – Shorts Added

09.25.2025