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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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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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3Q20 CIO Commentary

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3Q20 CIO Commentary

The shape of K, average inflation targeting, gold, Chuck, and more in this quarter’s CIO Commentary.

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2Q20 CIO Commentary

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2Q20 CIO Commentary

Covid-19, M2, the Super 6, and many more numbers in this, our 2Q2020 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.