2Q22 CIO Commentary

Doug Kirkpatrick, CFA

July 17, 2022

Quarterly Commentary, Investments, ESG, International, United States

Prices rise, the Fed wakes up, Russia grinds on, stocks and bonds collapse simultaneously, and our thoughts on US stocks after their 20% haircut. All this and more in AlphaGlider’s Q2 CIO Commentary.

Doug Kirkpatrick, CFA

July 29, 2021

Quarterly Commentary, Investments

2Q21 CIO Commentary

Doug Kirkpatrick, CFA

July 29, 2021

Quarterly Commentary, Investments

If Marty McFly pulled up in the driveway, US equity market valuations now and in 2000, and more in this quarter’s CIO Commentary.

Thoughts from our CIO:
DOUG KIRKPATRICK, CFA

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IMPORTANT DISCLOSURES
The views expressed in this commentary are exclusively those of the author, and are not meant as investment advice and are subject to change without notice. The commentary does not have regard to the specific investment objectives, financial situation, and the particular needs of any specific person who may receive it. You should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed or recommended in this report and should understand that statements regarding future prospects may not be realized. There is no guarantee that any investment program or account will be profitable or will not incur loss. You should note that security values may fluctuate and that each security's price or value may rise or fall. Past performance is not necessarily a guide to future performance. Individual client accounts may vary.

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