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PREMIUM: MATT MCLENNAN

September 25, 20130 Comments

The “Mirage” Recovery

Is the financial crisis really over? Are we in danger of another one? In a recent speech, Hank Paulson, the Secretary of the Treasury during the crisis said yes, we are still in danger and that “there are a number of issues that trouble and in some cases flabbergast me.” Our guest this week, Matthew McLennan, is in complete agreement. McLennan, whom we have identified as a Next Generation Great Investor, runs the five-star rated First Eagle Global Fund, which he took over from legendary value investor Jean Marie Eveillard five years ago in the midst of the financial crisis. McLennan calls the widely believed “return to normalcy” that we are experiencing a “Keynesian mirage.”

PREMIUM: KATHLEEN GAFFNEY

September 19, 20130 Comments

Bond Bets!

Federal Reserve Chairman, Ben Bernanke,  surprised everyone this week by announcing that the Fed would not stop its quantitative easing as Bernanke hinted he would do by the end of the year.  The announcement sent the stock markets to new highs.  Critics say the Fed is sending investors too many mixed messages.

PREMIUM: NANCY LAZAR & FRANÇOIS TRAHAN

September 12, 20130 Comments

Macro Matters

Even the most hard-core stock pickers on Wall Street watch out for big picture events that can move markets.  But which macro events matter most? Fed “tapering”? The slowdown in China? The housing recovery? Two investment research stars will be exclusively on WEALTHTRACK this week:  Nancy Lazar and François Trahan both left their previous firms to become founding partners in Cornerstone Macro, devoted solely to macro economics, policy and strategy.  What they identify as the next emerging market will surprise you!

PREMIUM: ROBERT KESSLER

September 5, 20130 Comments

In Defense of Bonds

It is now accepted wisdom on Wall Street that the great bond rally of the past 30 years is over and that we have entered a new era of higher interest rates.  Not so fast says this week’s  Great Investor guest,  Robert Kessler.  He points out we have had many false alarms about economic growth and central bank tightening over the last 6 years only to see interest rates retreat again. Kessler has correctly defended the value of U.S. Treasuries in particular against Wall Street naysayers for more than a decade. So before you follow the stampede out of bonds you might want to listen to his defense of bonds.

PREMIUM: THE AMERICAN CORPORATION

August 27, 20130 Comments

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