Blaine Rollins: Who Blinks First?
by Blaine Rollins, CFA, 361 Capital The U.S./China trade wars accelerated just like last night’s battle on HBO.…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Blaine Rollins: Still a bit hazy...
by Blaine Rollins, CFA, 361 Capital Sure, maybe the Fed now has our back. And maybe the trade…
Blaine Rollins: "Look into those areas of the market which are performing best as we near a trade resolution"
by Blaine Rollins, CFA, 361 Capital This is a big week for geopolitics. While the media is focused…
Blaine Rollins: "Tug of war"
by Blaine Rollins, CFA, 361 Captial With the S&P 500 now trading at 16 times its 2019 consensus…
Blaine Rollins: The market is now betting against a Fed rate hike in '19, global yields are in full retreat
by Blaine Rollins, CFA, 361 Capital Back to macro market worries as: 1) U.S./China trade talks ramp up,…
Blaine Rollins: Confusion Reigns
by Blaine Rollins, CFA, 361 Capital Plenty of spelunking in D.C. this year. Last week it was the…
Blaine Rollins: Open for Business – Part 1...
by Blaine Rollins, CFA, 361 Capital All it took last week was a major IRS sickout, a LaGuardia…
Blaine Rollins: "Frozen"
by Blaine Rollins, CFA, 361 Capital The weather. The government. China trade talks. Economic optimism. FOMC rate hikes.…
Blaine Rollins: Holding On
by Blaine Rollins, CFA, 361 Capital Who has it easier? This climber or a Federal Reserve Board Member?…
Back to Reality – What’s Ahead in 2019
by Blaine Rollins, CFA, 361 Capital Since we last wrote three weeks ago, the news flow has actually…