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.…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
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…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
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…