Blaine Rollins: "Argentinian Dine and Dash"
We hope that everyone in Argentina left with a full stomach because other than a good meal and…
Prepare, Donāt 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 wonāt come down anytime soon, and the growing correlation between stocks and bonds...
Blaine Rollins: Freezing Cold Oil
It seems counter intuitive that oil prices have been in a free fall while the Colorado mountains are…
Blaine Rollins: We have liftoff
I am talking about credit spreads. Many investors have been patiently waiting for credit to break to get…
Blaine Rollins: Enjoying the Swings?
Of course we are not. This market stinks. Rising U.S. inflation and a slowing global economy. Rising interest…
Blaine Rollins: "Behind the curve"
So what is your call? Is the Fed lagging behind in raising rates to cool the hot U.S.…
Blaine Rollins: Some Very Scary Pumpkins
by Blaine Rollins, CFA, 361 Capital The list of topics to rattle your portfolio continues to grow. Last…
