David Stubbs

Chief Investment Strategist at @AlphaCorewealth. Ex. Blackstone, JPM, U.N and U. K.'s DFID. I write about economics and investing. All views my own.

[AlphaCore Wealth Advisory @AlphacoreWealth]

IPO activity is drawing attention as investors assess potential shifts between private and public markets. Larger offerings may influence valuation, access, and liquidity trends.

Read Dr. David Stubbs’ latest Citywire column: https://t.co/kXmO56VHFo

[David Stubbs @DrDavidStubbs]

I'm excited to introduce Upside Capture, AlphaCore’s new podcast.

Each episode I'll be in conversation with leading investors, CIOs, and capital allocators, exploring how markets evolve, how incentives shape decision‑making, and how capital is deployed amid uncertainty. Designed for thoughtful listeners focused on long‑term strategy, Upside Capture delivers insights you can tune into anytime.

Check Out the First Episode Here:
https://t.co/gi13PH2vBg

[David Stubbs @DrDavidStubbs]

Public credit spreads are historically tight, but one spread still holds the key to the US housing market. In my latest @Citywire column, I explain why the gap between 30-year mortgage rates and the 10-year Treasury matters so much, how it has suppressed housing activity and affordability, and why recent narrowing may be vulnerable if Treasury yields rise.

Read the full column: https://t.co/Ws1PrjDkNA

[David Stubbs @DrDavidStubbs]

Check out my latest article: From David’s Desk: What caught my eye this week. https://t.co/T2hTZYlDbL via @LinkedIn

[David Stubbs @DrDavidStubbs]

@CustomerH41752 please assist delayed luggage reference :

MUCLH59643

[David Stubbs @DrDavidStubbs]

@customer_t29455 hello. I flew with Lufthansa on Friday from San Diego to Munich. All the baggage removed from the flight. Reference number for delayed luggage:

MUCLH59643

my wife went to the airport yesterday in San Diego and spoke to the Lufthansa representative who said the bag has been loaded on the flight. yet there’s still no progress or estimate of the bag is going to get to my current location in Switzerland.

please assist urgently

[David Stubbs @DrDavidStubbs]

@lufthansa pulled all the bags off my flight on Friday. It is Tuesday and the delayed bag system still says they are "searching for it"

[AlphaCore Wealth Advisory @AlphacoreWealth]

Our Dr. David Stubbs, joined @BloombergTV to discuss the government shutdown, AI’s impact on jobs, market outlook, and how @AlphaCore uses alternative strategies to navigate uncertainty.

Watch: https://t.co/R5p570FQ00

#Investing #MarketOutlook #AI #PortfolioManagement

[David Stubbs @DrDavidStubbs]

Interesting analysis on an important issue here

[Scott Lincicome @scottlincicome]

Goldman's latest (still very early) analysis of tariff effects thru June 2025:
-Foreign exporters absorbed 14% of US tariffs
-US companies ate 64%
-US consumers ate 22%
-Protected US companies also raised prices
-Consumers will see bigger price increases (70%) thru the Fall

[AlphaCore Wealth Advisory @AlphacoreWealth]

Don’t miss it: @DrDavidStubbs, AlphaCore’s Chief Investment Strategist, joins @Bloomberg Surveillance tomorrow morning at 5 AM PT.

Watch live on @BloombergTV : https://t.co/q9izicLOpc

[David Stubbs @DrDavidStubbs]

It’s been an exhilarating first few weeks at AlphaCore Wealth Advisory. I’ve been impressed by the depth of analysis undertaken by our research team, the scale of ambition within the firm's leadership and the commitment amongst the advisors to helping clients reach their wealth goals. I’m excited to be hitting the road and meeting more of our clients in coming weeks.

#AlphaCoreWealth, #Finance, #WealthManagement, #FinancialAdvisors,

[David Stubbs @DrDavidStubbs]

It feels great to start this new chapter as Chief Investment Strategist for @AlphacoreWealth. Excited to work with CEO @DickPfister and the rest of the executive team to build this business by offering clients institutional grade investment advice. Also looking for forward to having a lot of fun along the way!

[AlphaCore Wealth Advisory @AlphacoreWealth]

AlphaCore hires former @blackstone Strategist @DrDavidStubbs working alongside CIO Eric Gerster to expand investment research and macroeconomic strategy.

https://t.co/fqtOVarYW3

[David Stubbs @DrDavidStubbs]

@TomABacon @RoryStewartUK

[David Stubbs @DrDavidStubbs]

@British_Airways technical problem with website all day. Unable to select dates to change flight. When will this be rectified?

[David Stubbs @DrDavidStubbs]

@ethena my sUSDe was just removed from my MetaMask Account. Can you assist?

[David Stubbs @DrDavidStubbs]

@SwatchUS when will the Times Square store open????

[David Stubbs @DrDavidStubbs]

@BirdRockCoffee love your coffee!However, when the line wraps around the building at the Torrey Pines location on weekends, it's time to get another espresso machine & barista to help out the fantastic staff that are working so hard. ☕

[David Stubbs @DrDavidStubbs]

3 Yes: BoE to hike faster in up coming meetings, but I disagree with the repricing of the terminal rate. IMO the tightening of FCs from the higher interest rates, plus reduced mortgage availability, will drag on UK economy more than the stimulus from the tax cuts will boost it.

[David Stubbs @DrDavidStubbs]

3 reflections for investors from the dramatic events in the UK this week.

[David Stubbs @DrDavidStubbs]

2 It’s the safe stuff that kills you. The GFC was severe because the MBS which suffered significant losses were rated AAA. Investors bought them and leveraged them accordingly. UK Gilts viewed as very safe asset, so rapid losses are that much more painful to investors.