Volatility is Back & It’s Not a Bad Thing
Volatility is back and it’s not a bad thing. Three of the most universal human traits are herding instincts, risk aversion, and…
Author JAForlines Global
Strong Outperformance in a Year that Lacked Major “Macro Events”
By JAForlines 2017 has been outstanding year for our Global Tactical Portfolios. All four have registered substantial outperformance against their benchmarks and peer…
Low Volatility Belies Near-Term Risks
As the Trump administration nears the end of its first year in the White House, it is critical for them to pass a…
Second Half of 2017: Reflation Rally Returns
By Court Hoover, JAForlines Global The first half of 2017 surprised investors who expected the “Trump reflation rally” to drive interest rates higher…
Trading Places: Eurozone Moves Towards Political Unity While US/UK Wallow
By Court Hoover, JAForlines Global As if last year’s Brexit vote wasn’t enough to demonstrate the UK’s political unpredictability, Theresa May’s recent gambit…
Take the Currency When it Serves or Lose Our Ventures (New President Edition)
By John Forlines III, JAForlines Global Shakespeare’s Julius Caesar has opened in Central Park, so for Bard lovers and theater fans, summer is…
Is it Time for Multi-Year Period of International Equity Outperformance?
By Court Hoover, JAForlines Global We have been asked many times over the past several years when, if ever, the period US equity…
U.S. Policy Headwinds and Global Investing
By Court Hoover, JAForlines Global US equity markets shrugged off the Republican’s failure to pass healthcare reform surprisingly well. Healthcare reform isn’t extremely…
Cure for March (and Investor) Madness
By John Forlines III, JAForlines Global Over 60 million people filled out NCAA tournament brackets this month, a testament to college basketball’s popularity…
A Roadmap to European Politics & Investing in 2017
By Court Hoover, JAForlines Global After seven years of continuous crises within Europe’s byzantine political structures, American observers can be forgiven if they’ve…
How Trump’s Policy Priorities Are Impacting the Markets
By Court Hoover, JAForlines President Trump has not disappointed on his promise to shake up Washington. He is moving at breakneck speed…