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.…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Blaine Rollins: "Quelle Horreur"
by Blaine Rollins, 361 Capital Absolutely crushed to see the Notre Dame Cathedral go up in flames today.…
Blaine Rollins: Best Puppet Show Ever
by Blaine Rollins, CFA, 361 Capital Bond investors liked it. Stock investors loved it. The President and White…
Blaine Rollins: Slowdown or Slow Down?
by Blaine Rollins, CFA, 361 Capital Life is not a straight line. Glitches happen. Like on Friday when…
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…
Blaine Rollins: Holiday Time
If you have de-risked your portfolios and piled up some tall stacks of cash as risks have risen…
Blaine Rollins: Who doesn't like an advent calendar?
Unfortunately the negative market influences continue to pile up on the negative side of the ledger. As a…
