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FINANCIAL THOUGHT LEADER, JASON TRENNERT ON THE FINANCIAL RISKS OF HIGHER INFLATION & INTEREST RATES
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.
Continue Reading »3 DECADES OF INVESTMENT LESSONS LEARNED FROM THE MOTLEY FOOL’S CHIEF RULE BREAKER, DAVID GARDNER
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.
Continue Reading »SMALL-CAP INVESTMENT LEGEND CHUCK ROYCE DISCUSSES OPPORTUNITIES IN UNDERAPPRECIATED SMALL CAPS
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.
Continue Reading »BEYOND EVERGRANDE’S FALL. ITS FAR-REACHING IMPACT WITH INFLUENTIAL JOURNALIST & HISTORIAN, JAMES GRANT
It can take a long time for a bubble to burst.
Four years ago, in 2017, Grant’s Interest Rate Observer, a highly regarded financial newsletter, wrote an article about the now infamous China Evergrande group. Back then, it was anything but a familiar name except in China and among some institutional investors.
The article was titled “Ever Higher” as Grant published a chart showing the extraordinary rise in China Evergrande’s stock price on the Hong Kong exchange that spring.
Continue Reading »FINANCIAL RISK EXPERT RICK BOOKSTABER IDENTIFIES THE SUBSTANTIAL NEW RISKS FACING THE MARKETS TODAY
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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