We’re happy to share Donoghue Forlines’ perspective on how financial, political, and economic factors may influence markets.
Webinar – Yield Enhanced Real Asset ETF – DFRA Investing for the Next Decade
Watch our latest webinar recorded March 8th, 2022 with John Forlines III and Nick Lobley titled: Yield Enhanced Real Asset ETF
Markets in Motion — A New Cold War?
Nation-state level war has returned to Europe. After weeks of escalation, Russian President Putin announced the invasion of Ukraine, citing protection of breakaway “republics” close to Russia as cassus belli while pledging to “demilitarize and de-nazify” the country…
Global Tactical Portfolios 4th Quarter 2021 Review and 2022 Outlook
Watch our latest webinar Global Tactical Portfolios 4th Quarter Review recorded January 26th, 2022 with Chief Investment Officer, John Forlines III and Portfolio Manager Nick Lobley…
Markets in Motion — As January Goes, So Goes the Year?
Donoghue Forlines’ 2022 Global Markets Outlook. We are only a few weeks into the year, but investors must hope the adage “as January goes, so goes the year” does not hold true for 2022. After all, at the recent lows, the S&P 500 was down almost 10%, while the Nasdaq 100 was down almost 15%. And behind this pullback, pain in the most speculative parts of the market is starting to add up.
Markets in Motion — Building Portfolios For The Next Generation of Investing
First off… thank you! 2021 is almost over and we are grateful to all our Advisors, Fiduciaries, Brokers, and partners who trust us with your business. We love being able to do this every day and look forward to the future. With the future in mind, we have a major...
Webinar – A Tactical High Yielding Strategy for Today’s Low Yield Environment
Recorded December 17th, 2021Presented byJeff Thompson Chief Executive Officer and Portfolio ManagerImportant Risk Information Investors should carefully consider the investment objectives, risks, charges, and expenses of the Donoghue Forlines Risk Managed Income Fund....
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 of headwinds (or narratives) threatening to slow the recovery from the...
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 slowed; but remains above trend. Monetary policy remains easy; runaway...
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 the combination of R&D /Free Cash Flow Innovation with Risk...
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 this move has only just begun and we remain convicted in our...