Markets are extremely momentum driven in the short-term, but over the long term are driven by fundamentals. We believe we are at a critical juncture where the short-term price action is not aligned with the long-term macroeconomics.
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risk adjusted price momentum
August 2024 Market Commentary
2024 is starting to produce volatility and we wanted to share our quarterly Market Commentary that incorporates all of our SMA product offerings (fundamental, rules-based, & blended strategies).
Donoghue Forlines Momentum Strategy Named to PSN Top Guns List of Best Performing Strategies for 1Q 2024
Donoghue Forlines announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for 1Q 2024. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
Markets in Motion – All Clear? Not Yet
In our last commentary, we highlighted the changing macroeconomic environment and the risks to the current bull market. As a result, we de-risked our portfolios at the beginning of April.
April 26 – Market Commentary
2024 is off to an exciting start and we wanted to share our quarterly Markets in Motion that incorporates all of our SMA product offerings…
Markets in Motion – What Will the Fed Do Next?
In 2024, we have seen US inflation repeatedly exceed expectations, gasoline prices creep higher, gold break out to all-time highs, feverish speculation in cryptocurrency and segments of the equity market
Webinar – Global Tactical Portfolios March 5 2024
Watch our latest webinar – Global Tactical Portfolios recorded March 5, 2024, by Nick Lobley, Portfolio Manager at Donoghue Forlines.
January 2024 Market Commentary
First off … thank you! Another year is in the books and we are grateful to all our Advisors, Fiduciaries, Brokers, and Partners who trust us with your business
Markets in Motion – Will Santa Come Early?
A little over a month ago, various Federal Reserve officials directed a pause and started to signal that the US central bank might have reached its terminal destination in this rate hike cycle....
Webinar – Risk Managed Income for Todays Market Environment
Webinar – Risk Managed Income for Today’s Market Environment, recorded November 28, 2023 with Jeff Thompson and Nick Lobley
November 2023 Market Commentary
The last few months have felt reminiscent of 2022. Since the end of July through the end of October, long-term treasuries have delivered a return of approximately -15%, while the S&P 500 has...
Markets in Motion – Deja Vu
The last couple of months have felt reminiscent of 2022. Since the end of July long-term treasuries have delivered a return of -14.20%, while the S&P 500 has returned -7.69%. Downward momentum has yet to abate, as the technical picture for stocks continues to deteriorate and yields have hit 10-year highs.
