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tariffs

3Q20 CIO Commentary

3Q20 CIO Commentary

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

2Q20 CIO Commentary

2Q20 CIO Commentary

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

1Q20 CIO Commentary

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.

4Q19 CIO Commentary

4Q19 CIO Commentary

In this quarter's CIO commentary look at the drivers, and non-drivers, of 2019’s strong equity markets, and look at how the recently enacted SECURE Act may affect you and your heirs.

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.