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4Q24 CIO Commentary

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4Q24 CIO Commentary

The Fed cuts again, long-term rates rise again, markets brace for Trump 2.0, political turmoil overseas, and we go through changes we made to AlphaGlider strategies over the last quarter. All this and more in AlphaGlider’s Q4 CIO Commentary.

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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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4Q18 CIO Commentary

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4Q18 CIO Commentary

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.