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Investments

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4Q23 CIO Commentary

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4Q23 CIO Commentary

The recession that never came, half of the world goes to the polls this year, Houthis sow havoc, and big tax rule changes coming quickly. All this and more in AlphaGlider’s Q4 CIO Commentary.

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3Q23 CIO Commentary

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3Q23 CIO Commentary

The Fed’s soft landing attempt remains alive, we look at the risks of US equities, and we do some housekeeping post Schwab transition. All this and more in AlphaGlider’s Q3 CIO Commentary.

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2Q23 CIO Commentary

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2Q23 CIO Commentary

What to do with those I Bonds you bought 18 months ago, what one’s thinking when they pay 10x sales (or 23x) for a stock, and the persistently inverted yield curve. All this and more in AlphaGlider’s Q2 CIO Commentary.

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1Q23 CIO Commentary

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1Q23 CIO Commentary

Bank runs and bank walks, inflation remains high and unemployment remains low, and the importance of looking out the window at a distant object when the road gets twisty. All this and more in AlphaGlider’s Q1 CIO Commentary.

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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.