Andrew McCreath

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

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

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

#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_…

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

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

‘Weekly’ is embedded within the morning show, running from 11:30 am ET until noon time, Brent

‘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

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

I wonder if #wine prices fall as the #FOMC shrinks liquidity as 2022 progresses; pun intended! #SPX #investing #markets

3 #TragicallyHip bands at 1 concert? Yup, each of 2 pm & 7:30 pm at the 4th Annual GEDFest Sat. Oct. 16th at the Blind Beggar Smokehouse in #Calgary AND for a great cause, #cancer research Be there or be square! #energy #oil #RockAndRoll #gas

#NaturalGas was ripping higher b4 #HurricaneIda but given that NA storage won't be full entering #winter2021 these #Alberta price strips might be just getting going! #energy #oil

A hot but 'in line' US Core PCE #inflation print today. Looking at this 20 year graph of core PCE vs #breakeven #yields which variable do you think is telling the right story? #bonds #spx500 #interestrates

Just posted our new Fund & Market Commentary. The table highlights fact that each of our funds printed another good month. If you'd like to read &/or receive this monthly note in your inbox please visit our website forgefirst.com

Imperative for #investors to take #forex into consideration when buying a foreign #stock as this graph shows that #Canadians who didn't hedge buying the #SPX a year ago, gave up 50% of the potential return, or 15% #investing #equities

I’d say the technical picture on $TLSA looks mast...what’s your trading call on the flagship of the empire of #Elon #arkk #Momentum #SPX500 do I hear $500?

Today I released my latest Monthly Market Commentary discussing #markets & our FORGE FIRST funds. If you wish to receive my monthly in your inbox, please sign up at forgefirst.com