Recorded December 17th, 2021Presented byJeff Thompson Chief Executive Officer and Portfolio ManagerImportant Risk Information Investors should carefully consider the investment objectives, risks,...
Archive
John A. Forlines, III
Markets in Motion — Don’t Panic at Higher Prices
2021 was a perfect storm for consumer price inflation. An expanded money supply, less precautionary cash hoarding, stimulated and pent-up demand for consumer goods, and supply constraints have all combined to fuel a rapid rise in inflation.
Markets in Motion – Glass Half Bull
The seasonal market weakness that has historically dogged investors in September put a damper on the third quarter rally. As we head into the final quarter of the year, there are a mounting number...
Markets in Motion – Seasons Change – The Macro (mostly) Remains the Same
In our Memorial Day Markets in Motion, we re-affirmed our macro view for the upcoming summer. Checking back in just before Labor Day, and our views have broadly played out. Economic momentum has...
Webinar – Got Momentum? A Dynamic Strategy for an Ever-Changing Market
Recorded August 25th, 2021Presented byJeff Thompson Chief Executive Officer and Portfolio Manager
Rethinking Traditional Asset Allocation Innovation Free Cash Flow
Recorded June 24, 2021 Provided by: Asset TV24 mins | 24 secsChief Investment Officer | Portfolio ManagerChief Executive Officer | Chief Investment Officer TrimTabs Asset ManagementWe believe that...
Markets in Motion – The Tax Man Cometh
Since our last Markets in Motion, our Global Macro view has begun to playout. Since mid-May, growth/quality equities have turned from laggards to leaders as cyclical assets have faltered. We think...
Markets In Motion – Re-Affirming Our Macro View
This month, during our investment committee meeting, we made no changes to our global tactical portfolios. We believe these are our best meetings because it means our monthly process has built...
Webinar – Global Tactical Portfolios – First Quarter 2021 Review
Recorded April 28th, 2021Presented byJohn Forlines III Chief Investment OfficerNick LobelyPortfolio Manager
Markets in Motion – Much Ado About Inflation
Concerns about higher than expected inflation have weighed on investors over the past few months. In our March Markets in Motion, we discussed our view that structurally higher inflation is not a...
Webinar – Current Market Trends and The Case for Tactical Management
Recorded March 31st, 2021Presented byJohn Forlines III Chief Investment OfficerNick LobelyPortfolio Manager
Markets in Motion — Rates Madness
Bond yields have jumped sharply in recent weeks. But this isn’t so surprising … in our January Markets in Motion, we felt 2020 marked a secular low point for rates and urged clients to re-think how...
