In this quarter's CIO commentary we look at a change in heart, and perhaps independence, at the Federal Reserve, the cans kicked down the road, diversification, valuation, and reversion to the mean.
Where We Stand on Joe Ricketts
4Q18 CIO Commentary
3Q18 CIO Commentary
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.