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!
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Archives for September 2013
DON’T BE AFRAID TO INVEST IN YOURSELF
You are the best investment you can make!
HOW TO INVEST IN THE NEW “EMERGING MARKET”: MIDDLE AMERICA
Forget overseas emerging markets! Top-rated strategist, Francois Trahan and economist, Nancy Lazar, partners at Cornerstone Macro, say their favorite emerging market is developing right here at home. Its Middle America which is benefiting from a renaissance in manufacturing and a resurgence in energy production and is attracting both U.S. and foreign investment. Trahan and Lazar say […]
ROBERT KESSLER – 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.
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WHAT CORN AND THE TREASURY MARKET HAVE IN COMMON
Great Investor Robert Kessler gives us insight into what markets he watches to predict what will happen to U.S. Treasuries. He also explains exactly why he has stuck with the Treasury market for decades against all the Wall Street naysayers. [bliptv id=”hsM9g5WaAgA”]
DON’T ABANDON YOUR ENTIRE PORTFOLIO OF U.S. TREASURIES OR BONDS!
Review your bond positions – make sure they meet your income and diversification goals Bonds provide: – Diversification – Income – Stability over time U.S. Treasuries provide: – Liquidity – Guaranteed income – Guaranteed return of principal at maturity – A non-correlated asset