In this era of indexing the investors who research and buy individual companies are becoming a rarity – some would say a throwback – to another era.The most obvious example is Warren Buffett, the nonagenarian Chairman of Berkshire Hathaway who is widely considered to be one of the greatest, if not the greatest American investor […]
31 Jul 2021
Warren Buffett’s Evolution Into a Great Manager
Part 1 of 2Warren Buffett, the Chairman of Berkshire Hathaway is considered to be one of the greatest investors of all time. He has become an American icon dispensing investment wisdom and commentary over the years through his annual shareholder letters and meetings where he and his long-time business partner Charlie Munger answer questions for […]
17 Jul 2021
Inflation Trajectory: Understand the History
If there is one adjective we have heard repeatedly in the last year and a half it is “unprecedented”. It has been applied to describe the amount of monetary and fiscal stimulus that’s been poured into the economy. It has been used in relation to the pandemic lockdowns and reopenings, and the record-breaking runs in […]
10 Jul 2021
ESG Investing: “The Race of Our Lives”
Part 2 of 2When legendary value investor Jeremy Grantham turned 80 he made two resolutions: “to be prepared to write a cheque up to the limits of your ability”, and to “say what you think you should say to everybody”. He is following through on both commitments. He is saying what he thinks he should […]
7 Jul 2021
The Bull Market: A Bubble of “Epic Proportions”
We are celebrating the launch of WEALTHTRACK’s18th season on public television this week! We feel so fortunate to serve you. When WEALTHTRACK launched in July of 2005 our mission was to help our audience and ourselves build financial security to last a lifetime through disciplined, long-term, diversified investing. We vowed to seek out the best […]
26 Jun 2021
Investing in a Speculative Market: Thoughts From “The Intelligent Investor”
For financial historians and serious market observers, the current era has all the signs of a developing market bubble.Money is abundant, a wide range of financial assets have risen to record or near-record levels, and enormous amounts of money are flowing into stocks. Private equity funds are flourishing and bonds continue to attract huge sums. […]
13 Jun 2021
Inflation Is Temporary: Bullishness on the Economy & Markets Is Wrong
The consensus for the economy is bullish. After a 6.4% annualized increase in real GDP, that’s without inflation, in the first quarter, recent forecasts are for 10% GDP growth in the second quarter, 7.5% in the 3rd, and 5% in the fourth.As for inflation expectations, they are up. Again the consensus is that the combination […]
22 May 2021
New Opportunities and Challenges for Bond Investors
Times they are a-changin’…With COVID vaccinations becoming widespread, savings rates high, and consumers ready to spend, the economy is reopening and rebounding with gusto. All of these developments are creating new opportunities and challenges for bond investors. Bond prices fall when interest rates rise and vice versa. After a 40-year bull market in bonds, with […]
15 May 2021
Equity-Like Returns With Less Than Stock Market Risk
“Jack be nimble Jack be quick” isn’t a concept one usually associates with long term value investors but sometimes extraordinary times call for exceptional responses. The first quarter of 2020 was one such event for this week’s guest.Steven Romick, who has appeared on WEALTHTRACK since our launch in 2005 rarely does television interviews which is […]
10 May 2021
An Embarrassment of Riches in the High Growth Stock Universe
There is a rule of thumb on Wall Street that when a fund knocks it out of the park in any given year or has an exceptional winning streak for a couple of years it is bound to fall to earth sooner rather than later and lag the market, its peers, or both for several […]
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