Recorded December 7, 2022

John Forlines III
Chief Investment Officer | Portfolio Manager

Nick Lobley
Portfolio Manager
Recorded December 7, 2022
Chief Investment Officer | Portfolio Manager
Portfolio Manager
First off … thank you! The year 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.
Watch our latest webinar Global Tactical Portfolios 3rd Quarter Review recorded November 1st, 2022 with Chief Investment Officer, John Forlines III and Portfolio Manager Nick Lobley…
In our last Markets in Motion, we discussed that the Fed is unlikely to pivot from their aggressive monetary tightening. Since then, Fed...
Major stock indices crossed some key technical thresholds, and interest rates and commodities pulled back sharply as economic concerns...