Research and market perspective.
Analysis and commentary from the investment team of 22 Trading, LLC.
Articles are written by 22 Trading, LLC advisors and traders on the current state of the global economy. For informational purposes only.
Building an Impact Framework That Withstands Scrutiny
From measurement to reporting, how fiduciaries can align values with verified outcomes.
Read article →Concentrated Equity: Three Exit Paths for Founders
Strategies for managing single-stock risk before, during, and after a liquidity event.
Read article →Direct Indexing Beyond Tax-Loss Harvesting
How custom benchmarks and values-based screens are reshaping taxable account management.
Read article →Q4 Outlook: Concentration Risk, Elections, and Liquidity
A measured look at the factors driving equity volatility and credit spreads this quarter.
Read article →The Private Credit Opportunity in a Higher-for-Longer Rate Environment
Why direct lending and specialty finance remain attractive as traditional fixed income resets.
Read article →Why Custody Infrastructure Matters More Than Ever
Multi-asset reporting and real-time reconciliation as competitive advantages for advisors.
Read article →Research horizon.
Active areas of internal research and potential private-market investment for firm growth.
Perfect Processing
A pending private investment into banking and brokerage infrastructure. Built on 23 years of experience, the concept is to move the faults into a flawless process to provide a seamless experience for all consumers, where clearing, custody, execution, lending, and settlement operate as one continuous flow.
Recession Proof
We are studying hard-asset storage ecosystems and vault networks as a durable capital preservation layer. In dislocated markets, physical scarcity and secure custody can become a meaningful hedge against volatility.
Live Agents
The Live Agents thesis centers on private investments in companies building A.I. agents that operate with human interaction capabilities for small to enterprise level businesses to serve across complex, high-touch, and regulated workflows. The focus is on where autonomous agents with judgment become a competitive moat rather than a cost center.