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UNDER THE RADAR Financial thought leader Michael Hartnett and his top ranked research team at Bank of America Merrill Lynch have a knack for spotting developing trends before they surface. He shared a couple they are monitoring now. Watch the related WEALTHTRACK episode.

LASTING INFLUENCE Jim Grant is not only a financial thought leader, with his erudite, insightful and entertaining newsletter, Grant’s Interest Rate Observer, he is also a highly regarded and prolific financial historian who has penned several biographies, John Adams’ and Bernard Baruch’s among them. His latest subject, while less known, was one of the most […]

VORACIOUS READERS’ FAVORITE BOOKS A key contributor to the professional success of economist Ed Hyman and portfolio manager Matt McLennan is their voracious reading habit. They both have eclectic interests and don’t limit their lists to finance. We asked them to recommend some recent favorites. ED HYMAN Shoe Dog: […]

EVERYDAY INSIGHTS MAKE A DIFFERENCE Richard Bernstein is known as a big thinker. He was ranked the number one analyst in several categories including Portfolio Strategy and Quantitative Research for multiple years before making the switch to managing money and mutual funds at his own firm in 2009.  With all of the data available to […]

INVESTMENT MYSTERY When Cornerstone Macro’s Francois Trahan was inducted into the Institutional Investor All-America Research Team Hall of Fame this year for being ranked Wall Street’s number one portfolio strategist for ten of the last eleven years by institutional investors, he told the magazine “if I could have done it again, I would have wanted […]