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3Q24 CIO Commentary

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3Q24 CIO Commentary

The rate cutting cycle begins in the US, China prepares fiscal and monetary stimulus, the situation in the Middle East deteriorates, the importance of flood insurance, and we go through changes we made to AlphaGlider strategies over the last quarter. All this and more in AlphaGlider’s Q3 CIO Commentary.

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1Q20 CIO Commentary

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1Q20 CIO Commentary

“The stock market is a device for transferring money from the impatient to the patient.” Learn who wrote it and how it pertains these COVID-19 days.

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4Q19 CIO Commentary

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4Q19 CIO Commentary

In this quarter's CIO commentary look at the drivers, and non-drivers, of 2019’s strong equity markets, and look at how the recently enacted SECURE Act may affect you and your heirs.

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3Q19 CIO Commentary

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3Q19 CIO Commentary

In this quarter's CIO commentary WE dig deep into the two decade rise in US company profit margins and think about where they could be going next. We also look at what the forward looking gauges are telling us about the US economy.

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2Q19 CIO Commentary

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2Q19 CIO Commentary

In this quarter's CIO commentary we recap the roller coaster of a quarter that was Q2, the tug and pull between Trump’s tariffs and Powell’s Fed Funds rate cuts, some changes to AlphaGlider Core Strategies, and the introduction of AlphaGlider’s new Environmental, Social, and Governance (ESG) Strategies.