A WEALTHTRACK exclusive with Wall Street’s number one ranked strategist. Cornerstone Macro’s François Trahan explains how to make money in an increasingly volatile and difficult market.
Season 12
UNSUSTAINABLE HOUSEHOLD DEBT?
Are consumers dangerously close to their debt level tipping point? That’s what the latest study by CardHub implies. In its quarterly assessment of household credit card debt, the credit card comparison service found that although consumers paid down nearly $27 billion in the first-quarter, it was the smallest first-quarter pay down since 2008 and covers only a third of the $71 billion in card debt added last year.
DIVIDEND AND BUYBACK MISCONCEPTIONS
“Dividends have contributed at least 40% of stock returns historically” is an accepted fact among investors. However Michael Mauboussin, head of Global Financial Strategies at Credit Suisse says the actual investor experience with total return, dividends plus stock appreciation, is quite different.
PETRIE: ENERGY GAME CHANGERS
Energy game changers. Veteran analyst Tom Petrie explains why the U.S. has once again become an energy powerhouse.
FISHER: MULTI-FACTOR INVESTING
Why 5-star fund manager, Gregg Fisher uses a multi-factor approach in his portfolios to outperform the market.
DAVIS: COMPOUNDING MACHINES
Third generation value investor Chris Davis discusses why unpopular financial stocks can actually be compounding machines.
