Recorded March 31st, 2021Presented byJohn Forlines III Chief Investment OfficerNick LobelyPortfolio Manager
Archive
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...
Markets in Motion — Bitcoin and Beyond…
Bitcoin keeps gaining momentum in price and institutional interest. The world’s favorite cryptocurrency has gone stratospheric since late last year and recently eclipsed the $50,000 level. Such...
Markets in Motion – Out With the Old… And in With Some New-s
First off … thank you! 2020 is over (finally) and we are grateful to all our Advisors, Brokers, and partners who trust us with your business. We love being able to do this every day and look forward...
Markets in Motion – Now That That’s Over – US Election Part 2
The US election has passed without any big surprises. In Our US Election Markets in Motion: Part 1, our October 28 Webinar, and our recent Short-term Outlook, we favored three election outcomes: Joe...
Let’s Get Ready for the US Election: Part 1
The United States Presidential & Congressional Election is less than a week away. We wanted to spend this time sharing our thoughts and research to help navigate you and your clients through...
Markets in Motion – Straight Talk For This Virus Market
“Let be the past; the future guard with greater care.” -From a Roman Monument, 100 B.C.E. It’s no secret our global tactical portfolios have been positioned defensively this year. As global macro...
Markets In Motion – Virus Market Special Update Vol. 4
First, let’s continue to revisit our Virus Crisis Exit Playbook, which we have had in place since late March and will continue to publish until we have a vaccination solution (meaning polio or...
Video: Here’s a scientific way to make better investment decisions
Our Chief Investment Officer John Forlines III, was recently featured on CNBC discussing heuristics and human behavior, particularly related to investing. Check out this video to learn more rules...
Markets In Motion – Virus Market Special Update Vol. 3
In our recent communications, we continue our focus on crafting easy-to-understand, longer-term narratives for Fiduciaries and Advisors and for their Clients. This update is going to introduce the...
Markets In Motion – Virus Market Special Update Vol. 2
In our April Markets in Motion™ and in our GT Suite Webinar this month, we continued our focus on crafting easy-to-understand, longer-term narratives for Fiduciaries and for Advisors and their...
Video: Three investment mistakes that will drain your portfolio during the coronavirus outbreak
Our Chief Investment Officer John Forlines III, was recently featured on CNBC discussing decision making and investor bias during volatile and bear markets. Check out this video to learn the major...
