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FINANCIAL RISK EXPERT RICK BOOKSTABER IDENTIFIES THE SUBSTANTIAL NEW RISKS FACING THE MARKETS TODAY

September 17, 2021

Part 1 of 2

In a recent WEALTHTRACK interview investment legend Jeremy Grantham said we are in a “bubble of epic proportions,” more dangerous than 1929. He cited what he calls extreme valuations and speculative behavior in the stock, bond, housing, and some commodity markets. 

If Grantham is right, or even if conditions are not as extreme as he believes they are, there is no question that there have been record-breaking bull runs in all of those markets in the last couple of years. But how risky are they for investors?  

For answers, we are turning to a noted expert on managing financial risk. Our guest this week is Rick Bookstaber, Founder and Chief Risk Officer of Fabric, a platform he created in 2018 to provide institutional-level risk management tools and advice to individuals through financial advisors and asset owners. 

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FINANCIAL THOUGHT LEADER ROB ARNOTT LIKES BUYING CHEAP ASSETS. WHERE HE IS FINDING THEM NOW?

September 10, 2021

Large-cap U.S growth stocks, particularly tech stocks have been the overwhelming winners of the last decade. They now dominate the market. The top ten S&P 500 stocks, including the FAANGs, account for more than 25% of the index’s total market value, a concentration that worries some market watchers because it is reminiscent of other market tops such as the dot-com bubble when internet stocks made up over 30% of the S&P and the credit bubble when banking stocks reached more than 20%.   

With the exception of short-lived spurts value stocks, small-cap stocks and international stocks have badly lagged. 

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EMERGING MARKETS BONDS OFFER IMPROVING CREDITS, HIGHER YIELDS, AND DIVERSE ESG OPPORTUNITIES

September 3, 2021

One of the biggest challenges for investors since the global financial crisis has been finding income.

Despite more than ten years of continuous predictions that yields on U.S. Treasuries and other developed country bonds couldn’t possibly go any lower, they have. 

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QUALITY INVESTING & SHAREHOLDERS – WHY WARREN BUFFET BELIEVES THEY PRODUCE BETTER INVESTMENT RESULTS

August 27, 2021

Part 2 of 2

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 in recent memory. 

Buffett is famous for buying quality companies for the long term, in his words “forever”.

He is less well known for his emphasis on seeking “high quality shareholders”, stock owners who stick around for the long-term, whom he has succeeded in attracting to Berkshire Hathaway. 

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FINANCIAL JOURNALIST JASON ZWEIG EXPLAINS WHY INVESTMENT LEGEND BENJAMIN GRAHAM’S ADVICE MATTERS NOW

August 23, 2021

In this week’s WEALTHTRACK podcast, an interview with leading financial journalist Jason Zweig.  Since 2008 Zweig has written the widely read “The Intelligent Investor” column for The Wall Street Journal.  That, of course, is the name of the investment classic written by Benjamin Graham, considered to be the father of value investing.  Zweig has an intimate knowledge of the thinking of Graham because he edited the last revised edition of The Intelligent Investor with a forward written by Warren Buffett who calls it “by far the best book on investing ever written”.

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