Andrew McCreath (@forgefirst) header
Andrew McCreath (@forgefirst) profile picture

Andrew McCreath

@forgefirst

CEO of Forge First Asset Management Inc.

 Toronto
forgefirst.com
Joined December 2010
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  • Followers8.6K
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Photo by Andrew McCreath (@forgefirst)Photo by Andrew McCreath (@forgefirst)Photo by Andrew McCreath (@forgefirst)Photo by Andrew McCreath (@forgefirst)Photo by Andrew McCreath (@forgefirst)Photo by Andrew McCreath (@forgefirst)Photo by Andrew McCreath (@forgefirst)Photo by Andrew McCreath (@forgefirst)Photo by Andrew McCreath (@forgefirst)Photo by Andrew McCreath (@forgefirst)
Andrew McCreath retweeted
Adam Butler (@GestaltU) profile picture
Adam Butler
@GestaltUAug 17
An insanely under-reported story.
Jake (@EconomPic) profile pictureJake
@EconomPicAug 17
Wait until they find out private equity and credit firms have been buying insurance companies to feed their own products with policyholder cash.
Image from Jake (@EconomPic)
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As we look ahead, credit continues to play a key role in our portfolio strategy. We have tactically adjusted duration, and our CIO and PM, Keenan Murray, shares insights into our current positioning. youtu.be/55BWwMC4HwI #Investments #CreditMarkets #ForgeFirst #2025Outlook
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Within our tech holdings, we've tactically adjusted our positioning and incorporated hedging to account for seasonality and the strong long/short momentum factor returns in 2024. youtube.com/watch?v=93FZyQPZ… #2025Outlook #Alternatives #AI #Stocks
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With the potential for Canadian tariffs looming, we've tactically positioned our portfolios to address both company-specific and broader economic risks. youtu.be/MkOeH0h-j-c?si=mMqR… #Tariffs #CanadaEconomy #MarketStrategy #InvestmentTrends #ForgeFirst #Trump2025 #2025Outlook
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#Markets in #2025 - what matters #stocks #bonds #energy #oil #interestrates & what our team thinks - Listen to my chat with @forgefirst CIO Keenan Murray #AI #technology #equities - View webinar here: youtube.com/watch?v=2DpalSi_…
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What about risks investing in the AI space today? Tune in to learn how we are strategically positioned within the AI tech stack. #webinar #AI #techinsights #investmenttrends #ForgeFirst #alternatives
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AI is seeing explosive growth—but what’s fueling this surge in funding, and what challenges are new entrants facing? Join CEO Andrew McCreath and Tech Analyst Dave MacLennan as they dive into the current AI landscape. Visit: forgefirst.com/insights
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Andrew McCreath retweeted
Frederik Ducrozet (@fwred) profile picture
Frederik Ducrozet@fwred19 Sep 2024
🇺🇸 Fed pricing vs. previous easing cycles.
Image from Frederik Ducrozet (@fwred)
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Here’s my extended conversation with @TourmalineOil founder/CEO Mike Rose as shown on @BNNBloomberg “Weekly with Andrew McCreath” #energy #natgas #oil #SPX500 #stocks #markets #LNG bnnbloomberg.ca/video/extend…
Extended interview with Tourmaline Oil CEO

Extended interview with Tourmaline Oil CEO

Michael Rose, president and CEO of Tourmaline Oil, speaks with Andrew McCreath about his company and natural gas.

bnnbloomberg.ca
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‘Weekly’ is back THIS Friday on @BNNBloomberg with @amberkanwar - the graphs, the analysis & interviews - this week our 1X/mo. chat will be with $TOU founder Mike Rose @TourmalineOil #energy #oilandgas #spx #Bonds
Image from Andrew McCreath (@forgefirst)
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Andrew McCreath, CEO, CIO of Forge First Asset Management discusses our market outlook in the February 2023 Market Commentary. Read Here: static1.squarespace.com/stat…
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Andrew McCreath, CEO,CIO of Forge First Asset Management, joins BNN Bloomberg to discuss why we think markets will remain choppy in 2023, inflation will stay sticky and growth will be lousy: bnnbloomberg.ca/video/market…
Markets will remain choppy, inflation will stay sticky and growth will be lousy: Andrew McCreath

Markets will remain choppy, inflation will stay sticky and growth will be lousy: Andrew McCreath

Andrew McCreath, founder at Forge First Asset Management, joins BNN Bloomberg to discuss market to Fed chair Jerome Powell's comments yesterday. McCreath gives his bearish take on where markets will...

bnnbloomberg.ca
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Andrew McCreath, CEO, CIO of Forge First Asset Management, joins BNN Bloomberg for his argument on why service and wage inflation will remain sticky, making 2 per cent targets a major challenge: bnnbloomberg.ca/video/servic…
Service inflation will be higher for longer so don't bet on the Fed cutting rates soon: McCreath

Service inflation will be higher for longer so don't bet on the Fed cutting rates soon: McCreath

Andrew McCreath, founder at Forge First Asset Management, joins BNN Bloomberg for his argument on why service and wage inflation will remain sticky, making 2 per cent targets a major challenge....

bnnbloomberg.ca
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Andrew McCreath, CEO, CIO of Forge First Asset Management discusses the January market rally, inflation, economic growth, our outlook for earnings and more in the Forge First January Monthly Commentary: static1.squarespace.com/stat…
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Why this money manager is adding to positions in railways, waste management /via @globeandmail theglobeandmail.com/investin… #SPX #investing #equities
Why this money manager is adding to positions in railways, waste management

Why this money manager is adding to positions in railways, waste management

The Globe and Mail spoke recently to portfolio manager Keenan Murray about what he’s been buying and selling

theglobeandmail.com
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Andrew McCreath retweeted
Hu Xijin 胡锡进 (@HuXijin_GT) profile picture
Hu Xijin 胡锡进
@HuXijin_GT5 Dec 2022
The COVID response in many parts of China have been adjusted drastically & it won’t be long until people can travel across the country without many restrictions. Time for Chinese people to treat COVID-19 as a flu in life.People’s mind is changing together with policy adjustments.
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Is there any folk #music at the @calgaryfolkfest as it all sound to be rock & roll 🤣🤣🤣🤣 #calgary #princesisland
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Andrew McCreath retweeted
Eddie Fishman (@edwardfishman) profile picture
Eddie Fishman
@edwardfishman28 Feb 2022
The US just unveiled the details of its sanctions against the Central Bank of Russia. Bottom line: This is close to the most ambitious form that this action could take. Here's my initial analysis (🧵):
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This coming Monday at 10:30 am ET I'll discuss my "2022 Market Outlook" on @BNNBloomberg with @paulbagnellBNN - also at that time I'll post my written "Outlook" report that you will find on my website forgefirst.com #SPX500 #oil #bonds #technology #stocks #inflation
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20% of $TOU.CA #energy production flows through this #natgas hub into #California - note prices are now 2X their 5 yr avg & Tourmaline is unhedged! #oil #alberta #Investing
Image from Andrew McCreath (@forgefirst)
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