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Politics

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Not Here, Not Now

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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.

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2Q18 CIO Commentary

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2Q18 CIO Commentary

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

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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.

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4Q17 CIO Commentary

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4Q17 CIO Commentary

In this quarter's CIO commentary, we discuss tax cuts, international equity outperformance, the flattening yield curve, full employment, and the disappearance of the economic output gap.