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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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The Controversy that is Share Buybacks

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The Controversy that is Share Buybacks

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.

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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.