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Nvidia

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2Q24 CIO Commentary

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2Q24 CIO Commentary

Chinese EVs, Nvidia stats, disinflation back on track, the federal debt, European elections, and the logic behind AlphaGlider’s contrarian positions. All this and more in AlphaGlider’s Q2 CIO Commentary.

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2Q23 CIO Commentary

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2Q23 CIO Commentary

What to do with those I Bonds you bought 18 months ago, what one’s thinking when they pay 10x sales (or 23x) for a stock, and the persistently inverted yield curve. All this and more in AlphaGlider’s Q2 CIO Commentary.