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…
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markets
Trick or Treat? Fed Not Ready to Pivot
In our last Markets in Motion, we discussed that the Fed is unlikely to pivot from their aggressive monetary tightening. Since then, Fed speakers have reiterated that stance. Another theme is that...
Markets in Motion – A Game of Chicken: Who Blinks First?
After a strong rally since the beginning of summer, stocks began to retreat after the S&P 500 rejected its 200-day moving average last week. The focus has returned to the macro backdrop, with a series of weak activity readings across the global economy. US housing data remains extremely weak with mortgage rates moving up again, mortgage applications falling, and other metrics continuing to miss. To add to that, July inflation came in lower than expected and decelerated.
Markets in Motion – Not Out of the Woods… Yet
Major stock indices crossed some key technical thresholds, and interest rates and commodities pulled back sharply as economic concerns really start to pile up ahead of a hawkish Federal Reserve....
Donoghue Forlines Risk Managed Income Fund (FLOTX) Receives 5 Star Morningstar Rating
The Donoghue Forlines Team is thrilled to announce Morningstar has assigned a 5 Star Rating on the Donoghue Forlines Risk Managed Income Fund (FLOTX). The 5 Star Rating is Overall and for the…
Webinar – A Bear Market. It’s officially here. Let’s discuss what’s next.
Recorded June 29, 2022Chief Investment Officer | Portfolio ManagerPortfolio Manager
Markets in Motion – Bear Market Edition
Every month, our investment committee holds a meeting to discuss the most important issues driving the macroeconomy and financial markets. This month’s meeting was especially pertinent as it comes...
Markets in Motion — Inversion! Time to Start the Recession Clock?
The 2-year vs 10-year yield curve has inverted for the first time since 2019. Historically, when this curve inverts there has been a better than two-thirds chance of a recession at some point in the next year and a greater than 98% chance of a recession at some point in the next two years.
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...
