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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Monthly Research Briefing

CAPIS December Monthly Research Briefing: Market Trends, Technical Analysis and Sector Outlook with Katie Stockton

12.20.2024
The Morning Note

CAPIS Morning Note – 12/20/24: Triple Witching Is Here!!

12.20.2024
The Morning Note

CAPIS Morning Note – 12/19/24: Stocks Bouncing After Biggest One Day Loss In A Couple Years

12.19.2024
The Morning Note

CAPIS Morning Note – 12/18/24: FOMC Announcement at 2:00 p.m. EDT and Press Conference at 2:30 p.m. EDT

12.18.2024
The Morning Note

CAPIS Morning Note – 12/17/24: Stocks Turn Lower Overnight

12.17.2024
The Morning Note

CAPIS Morning Note – 12/16/24: Stocks Higher After Weakness Late Last Week. FOMC Announcement and Presser On Wednesday.

12.16.2024
The Morning Note

CAPIS Morning Note – 12/13/24: NASDAQ Composite Breaks Back Below 20,000. Above Today?

12.13.2024
The Morning Note

CAPIS Morning Note – 12/12/24: NASDAQ Composite Breaks 20,000 on Wednesday.

12.12.2024
The Morning Note

CAPIS Morning Note – 12/11/24: CPI Out at 8:30 a.m. EDT.

12.11.2024
The Morning Note

CAPIS Morning Note – 12/10/24: Stocks Mixed.

12.10.2024
The Morning Note

CAPIS Morning Note – 12/9/24: Syria Falls, Assad Lands In Moscow. Stock Futures Mixed. China Goes After Nvidia.

12.09.2024
The Morning Note

CAPIS Morning Note – 12/6/24: Jobs, Jobs, Jobs and Hartnett Eyes Excess in US Markets

12.06.2024
The Morning Note

CAPIS Morning Note – 12/5/24: Bitcoin Clears $100,000. Stocks Mixed. Crypto Names El Feugo.

12.05.2024
The Morning Note

CAPIS Morning Note – 12/4/24: Stocks Bounce Higher On Salesforce Guidance, Powell To Speak This Afternoon at 1:45 p.m. EDT

12.04.2024
The Morning Note

CAPIS Morning Note – 12/3/24: Stocks Mixed This Morning.

12.03.2024
The Morning Note

CAPIS Morning Note – 12/2/24: Stocks Mixed To Start December, President Biden Pardons His Son. Busy Week Of Economic Data.

12.02.2024
The Morning Note

CAPIS Morning Note – 11/27/24: Lots Of Economic Data This Morning!! Happy Thanksgiving. There Will Not Be a Note on Friday.

11.27.2024
The Morning Note

CAPIS Morning Note – 11/26/24: Trumps Threatens Tariffs on China, Mexico and Canada But Stocks Recover

11.26.2024
Blogs and Podcasts

At the Forefront: Fintech Conversations, Episode 70: Chris Hurley, CAPIS

11.25.2024
The Morning Note

CAPIS Morning Note – 11/25/24: Stocks Move Higher In Pre-Market.

11.25.2024
The Morning Note

CAPIS Morning Note – 11/22/24: Stocks Look To Close Out Week With A Gain

11.22.2024