2Q24 CIO Commentary

Doug Kirkpatrick, CFA

July 17, 2024

Quarterly Commentary, Investments, International, Politics, United States

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.

Doug Kirkpatrick, CFA

January 8, 2019

Politics, Quarterly Commentary, United States, International, Investments

4Q18 CIO Commentary

Doug Kirkpatrick, CFA

January 8, 2019

Politics, Quarterly Commentary, United States, International, Investments

In this quarter's CIO commentary we look at the view through the windshield, March’s important deadlines, the ugly quarter that was, and the active management of AlphaGlider strategies.

Thoughts from our CIO:
DOUG KIRKPATRICK, CFA

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