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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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1Q19 CIO Commentary

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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.

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4Q18 CIO Commentary

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4Q18 CIO Commentary

In this quarter's CIO commentary we look at the view through the windshield, March’s important deadlines, the ugly quarter that was, and the active management of AlphaGlider strategies.

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3Q18 CIO Commentary

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3Q18 CIO Commentary

In this quarter's CIO commentary we look at the lopsided nature of the global markets in 2018, NAFTA 2.0, and major changes in the GICS.

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1Q18 CIO Commentary

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1Q18 CIO Commentary

In this quarter's CIO commentary, we look at GOP tax cuts effects on GDP and deficits, growing tensions with Russia, and analyze the Trump's Chinese tariff threats.