Archive for October, 2021

TRENNERT: PAPAYA KING ECONOMICS

October 22, 2021

Economist and investment strategist Jason Trennert explains why he has always taken to the streets to find out what is really going on in the economy.    

Watch the related WEALTHTRACK episode.

FINANCIAL THOUGHT LEADER, JASON TRENNERT ON THE FINANCIAL RISKS OF HIGHER INFLATION & INTEREST RATES

October 22, 2021

Talk about a seismic shift! Inflation is back with a vengeance.  Higher prices are being felt throughout the economy by consumers and businesses alike. 

The Consumer Price Index, the most widely followed measure of price moves at the retail level, has just experienced its biggest year-over-year increase since the early 1990s. 

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3 DECADES OF INVESTMENT LESSONS LEARNED FROM THE MOTLEY FOOL’S CHIEF RULE BREAKER, DAVID GARDNER

October 15, 2021

The one constant in life is change, even for great investors. Earlier this year The Motley Fool Co-Founder, David Gardner announced that he was changing his focus. As he told fellow “Fools” as the global online investing community members jokingly refer to themselves: 

“….where you place your focus in life matters, and now I am choosing to shift my focus from the stock market and invest time in other endeavors. After nearly 30 years focused on publicly picking stocks, this wasn’t a decision I took lightly.”

It wasn’t a decision The Motley Fool team, members, followers, and at least one member of the financial press, namely me, took lightly either, which is why I wanted to talk to David.  

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GARDNER: FINANCIAL FREEDOM MINDSET

October 15, 2021

The Motley Fool’s Co-Founder David Gardner is taking the online service’s mission to make its members “smarter, happier, richer” to a wider audience through The Motley Fool Foundation. He explains what he calls the financial freedom mindset.    

Watch the related WEALTHTRACK episode.

SMALL-CAP INVESTMENT LEGEND CHUCK ROYCE DISCUSSES OPPORTUNITIES IN UNDERAPPRECIATED SMALL CAPS

October 8, 2021

The exceptional performance of small-company stocks over the last decade has been underappreciated compared to the extraordinary performance of large-cap stocks, which have been propelled by the FAANGs. Small-cap pioneer Chuck Royce explains why small caps deserve renewed attention.  

WEALTHTRACK Episode #1815 broadcast on October 08, 2021

Listen to the audio-only version here:

Explore This Episode

We have compiled additional information and content related to this episode.

CHUCK ROYCE


ACTION POINT

Find a top-quality small-cap value fund:

  • Some Morningstar favorite small-cap value funds:
  • Silver rated Boston Partners Small Cap Value II Inv (BPSCX)
  • Gold rated Vanguard Small-Cap Value ETF (VBR)

ONE INVESTMENT

SUPERB TRACK RECORD

Buy Quaker Chemical Corporation (KWR)

  • Price: $233.19 on 10/6/21
  • 52-week range: $185.05 – $301.99

STOCKS MENTIONED

  • Independent Bank Group, Inc (IBTX)
  • Home BancShares, Inc  (HOMB)
  • Air Lease Corp Cl A  (AL-N)

ARCHIVE

Chuck Royce from the WEALTHTRACK Archives:


WEB EXTRA

RESTORATION WITH A PURPOSE

For decades small-cap investment legend Chuck Royce has dedicated prodigious amounts of time and money on historic restoration projects ranging from individual hotels to entire towns. His guiding principle is it has to have a purpose. 

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