Blue Marlin Advisors – Positioning for the Next Supercycle: Our Bullish Commodities Thesis
A Bullish Outlook: Why Commodities Deserve a Place in Your Portfolio Our firm holds a bullish long-term view on the...
Blue Marlin Advisors – 23x P/E Warning: JPM Chart Shows Flat 5-Year S&P 500 Returns
We will keep it short and sweet this week; The below chart from JP Morgan's research department shows that for...
Blue Marlin Advisors – The S&P 500 Trap Door
Liquidity grows slower than market capitalization in stocks, which is why we have been seeing a historic market distortion and...
Blue Marlin Advisors – S&P 500’s Big Run: Is Now the Time to Hedge Your Gains?
The U.S. stock market has experienced an impressive run, with the S&P 500 posting gains that bring its three-year advance...
Blue Marlin Advisors – Why Prudent Investors Lock in Some Gains After a Rally Such as in Gold
Why Prudent Investors Lock in Some Gains After a Rally Such as in GoldWhen an asset experiences a significant, multi-year...
Blue Marlin Advisors – What If the Q4 Stock Market Rally Doesn’t Happen?
In this video, we are doing a thought-provoking risk management exercise. We know that historically, the S&P 500 tends to...
Blue Marlin Advisors – Risks in Retirement Accounts: The Hidden Volatility of Financial Stocks
ost retirement accounts, like 401(k)s and IRAs, have significant exposure to the financial sector, primarily through broad-market index funds that...
Blue Marlin Advisors – Fed’s Historic Rate Cut: What It Means for Your Investments
On Wednesday September 17th, the Fed will cut rates for the first time in 2025 and "blame" a weak labor...
Blue Marlin Advisors – Alert: Historical Nasdaq Valuations and Your Portfolio
We are writing this note to provide an analysis of recent market trends, specifically regarding the Nasdaq and its valuation...
Blue Marlin Advisors – Is the stock market in the process of falling over 80% versus silver? It’s fallen almost 30% already
From our perspective here at Blue Marlin Advisors, the prevailing economic conditions and market dynamics suggest that hard assets like...
Blue Marlin Advisors – Central Banks are Buying Hard Assets. Should You?
Central banks are quietly but aggressively diversifying their reserves into new assets, moving beyond traditional sovereign debt and foreign currencies....
Blue Marlin Advisors – A New Way to Invest in Your 401(k)? The Latest on Private Markets
An executive order signed on August 7, 2025, has opened the door for 401(k) plans to invest in private markets....