Statera - Notes from the CIO

Rates in Focus

Seems the current rate environment is rather normal

Oct 30 • Mark Mowrey, CFA

September 2026

Decomposing 60/40

The “60/40 is Dead!” crowd returns to the village

Sep 9 • Mark Mowrey, CFA

Location. Location. Location.

Asset location can be just as impactful as asset allocation

Sep 5 • Josh Matyas

July 2026

Challenging Bias

Global, regional, macroeconomic and industrial supremacy ebbs and flows in manners hard to predict, in ways generally obtuse to the preferences and…

Jul 20 • Mark Mowrey, CFA

How much is too much?

Building wealth—or just locking it up?

Jul 15 • Josh Matyas

May 2026

Going Local

Not just to save money...

May 31 • Mark Mowrey, CFA

What Am I Missing?

When you invest in a specific stock, sector, theme (or meme), you’re basically saying you think it’s a better bet than all the other options out there.

May 22 • Mark Mowrey, CFA

March 2026

This Is Risk

Oh, Risk!

Mar 9 • Mark Mowrey, CFA

February 2026

The Risk of Being Wrong

This month, I push back against the extremes.

Feb 28 • Mark Mowrey, CFA

7:15

January 2026

Tilting Against the Tide

We’ve written often of our preference for “factor” investing in equities, an approach that leads us to variously “tilt” portfolios toward…

Jan 27 • Mark Mowrey, CFA

December 2025

Wade or Jump?

Regularly investing over time may allow one to take advantage of market volatility, rather than simply suffer it.

Dec 22, 2025 • Mark Mowrey, CFA

November 2025

"AI" Already Means Nothing

Seems not since the Tech Bubble of 2000-01 have we experienced such a rapid shift from “meaningful advance in technology” to rampant hype bordering on…

Nov 4, 2025 • Mark Mowrey, CFA