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Politics

3Q18 CIO Commentary

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.

Not Here, Not Now

Not Here, Not Now

The Trump Administration has gone all in with global warming denial and fossil fuels — pulling the US out of the Paris Climate Agreement, increasing subsidies to the coal industry, and removing regulations governing fossil fuel drilling/mining on public lands and offshore waters. The state of California, and AlphaGlider, push back.

2Q18 CIO Commentary

2Q18 CIO Commentary

In this quarter's CIO commentary, we look at Fed rates increases, flattening yield curves, the trade war, and telecom services.

1Q18 CIO Commentary

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.