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4Q22 CIO Commentary

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4Q22 CIO Commentary

Inflation begins to cool, a warm winter bails out Europe, China flips on its Covid policies, and I take a close look at your most expensive asset, your house. All this and more in AlphaGlider’s Q4 CIO Commentary.

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3Q22 CIO Commentary

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3Q22 CIO Commentary

Stocks and bonds continue to fall simultaneously, Russia gets desperate, the Truss bridge breaks, we discuss if 1982 or 1968 is the better parallel to today’s inflationary environment, and we made some changes to AlphaGlider strategies. All this and more in AlphaGlider’s Q3 CIO Commentary.

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2Q22 CIO Commentary

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2Q22 CIO Commentary

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.

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1Q22 CIO Commentary

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1Q22 CIO Commentary

Inverted yield curves, oil shocks, and Fed rate increases. What could go wrong? All this and more in AlphaGlider’s Q1 CIO Commentary.

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2Q21 CIO Commentary

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2Q21 CIO Commentary

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