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3Q19 CIO Commentary

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.

2Q19 CIO Commentary

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.

1Q19 CIO Commentary

1Q19 CIO Commentary

In this quarter's CIO commentary we look at a change in heart, and perhaps independence, at the Federal Reserve, the cans kicked down the road, diversification, valuation, and reversion to the mean.