The broad markets experienced volatility in the 3rd quarter with concerns over the impact of energy prices on inflation as well as CapEx spending by hyperscaler companies in the AI space driving technology stocks. The price of WTI Crude oil rallied sharply during the quarter by nearly 30%. In turn, interest rates spiked and the 10-year treasury increased from 4.41% to 5.29%. The aforementioned combined with elevated stock market valuations, seasonality weakness and political uncertainty with the upcoming elections has investors on edge.
Archive
Donoghue Forlines Earns Gold and Silver Status on SMArtX Q3 List
Donoghue Forlines’ DF Tactical Momentum SMA earns Silver status in the Tactical Allocation category of SMArtX’s Q3 2026 Select List.
Donoghue Forlines Strategies Earn PSN Top Guns 1-Year & 3-Year Recognition
Three strategies ranked in the top 10 of their PSN universes for the 1-Year and/or 3-Year periods ended June 30, 2026
Donoghue Forlines Earns Silver Status on SMArtX Q2 2026 Select List
Donoghue Forlines’ DF Tactical Momentum SMA earns Silver status in the Tactical Allocation category of SMArtX’s Q2 2026 Select List.
July 2026 Market Commentary
The market came into the 2nd quarter of 2026 with weakness due to concerns over Trump’s launch of Operation Epic Fury alongside Israel against Iran. In the month of April, global markets experienced a turnaround, resulting in a double-digit return in most of the global equity indices for the 2nd quarter, largely as a result of improving global geopolitical tensions.
Donoghue Forlines’ DF Tactical Momentum Strategy Earns PSN Top Guns Recognition for 1-Quarter, 1-Year & 3-Year Periods
The DF Tactical Momentum Strategy ranked in the top 10 out of 917 strategies in the Large Cap Universe for three consecutive time periods.
April 2026 Market Commentary
The market came into the first quarter of 2026 with some continued strength. However, there was a rotational broadening of the market away from mega cap areas such as the MAG 7 (Amazon, Meta, Nividia, Microsoft, Alphabet, Apple and Tesla)
January 2026 Market Commentary
The financial markets had another strong year in 2025 with most of the major asset classes having a positive year. In addition, most of the broad asset classes closed the year with a strong 4th quarter as well.
Donoghue Forlines Lists Risk-Managed ETF on NYSE ARCA
The DF Tactical 30 ETF (Ticker: DFTT) started trading on the NYSE ARCA on November 12, 2025.
November 2025 Market Commentary
Risk assets have continued their historic run in the face of high valuations, a government shutdown and uncertain policy.
Balancing Growth and Protection: Inside the Donoghue Forlines Momentum Strategy
In today’s markets, investors seek equity growth without sacrificing downside protection. This short video introduces the Donoghue Forlines Momentum Strategy…
September 2025 Market Commentary
The environment for risk assets over the past 5 months has been exceptional. Since Trump removed policy uncertainty with his pause on tariffs, markets have rallied back to all-time highs without much of a hiccup.







