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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.

The Controversy that is Share Buybacks

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.

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.