China pulls down emerging markets, job growth weakens, wages and everything else inflate, and 136 countries agree on something. All this and more in AlphaGlider’s Q3 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.
Share buybacks are at all time highs in the US, and they are getting an unfair bad rap from some commentators. AQR’s Clifford Asness shoots down the arguments of the share buyback critics in a recent WSJ editorial. Then I add my two cents to the subject.
