Research Affiliates Founder & Chairman Rob Arnott says there are bubbles galore in the market and a looming geopolitical risk with potentially catastrophic consequences.
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Improve Investment Results: Quality Shareholders
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 […]
Economic Recovery: Massive Problems Ahead [2021]
How strong and lasting is the current rebound we are seeing in the economy? What about the resurgence in inflation? Those are major debates raging on Wall Street right now. This week’s WEALTHTRACK guest is looking beyond the current rebound and focusing on what he sees as massive problems which will act as drags on […]
KESSLER: IRREVOCABLY CHANGED
How has the pandemic changed Robert Kessler’s personal and professional life? His answer is quite different from the responses we have gotten from other WEALTHTRACK guests.
ROSENBERG: PERSEVERANCE UNDER PRESSURE
Influential economist and strategist Dave Rosenberg has had several times in his career, most notably at the height of the tech bubble in 2000 and another leading up to the global financial crisis in 2007, when he was so out of consensus by being bearish that his colleagues and clients pressured him to change his forecasts.
EXPECT MORE ECONOMIC & MARKET DAMAGE AS PANDEMIC REPERCUSSIONS MULTIPLY SAYS INVESTMENT VETERAN
With the perspective of fifty-plus years as an economist and global portfolio manager, Global Shocks author, Nick Sargen analyzes the financial damage the COVID-19 pandemic has already caused and why he believes it will get worse before it gets better.
