A rare interview with Cornerstone Macro’s Investment Strategist, François Trahan, who has once again been named the number one ranked strategist on Wall Street by Institutional Investor magazine, as he has been for eight of the last ten years. Trahan has been a stock market bull since the fall of 2011, Still Bullish when the recovery and the markets looked very dicey. Since then he has stuck to his guns and the market has proven him right. What’s his view now? Despite faltering growth in much of the world, rising geopolitical risks and the U.S. stock markets regularly flirting with record highs, he says the U.S. bull market still has several years to run. He’ll explain why.
TRAHAN: STILL BULLISH
INVEST IN DIVIDEND PAYING STOCKS
INVEST IN DIVIDEND PAYING STOCKS DIVIDEND CONTRIBUTION TO TOTAL RETURN OF S&P 500 Percent of Total Return 77.4% in 1970s 27% in 2000s MORNINGSTAR DIVIDEND FUND FAVORITE Vanguard Dividend Appreciation ETF (VIG) VIG data by YCharts BIGGEST AND OLDEST UTILITY STOCK ETF Utilities Select Sector SPDR ETF (XLU) XLU data by YCharts Watch […]
ROBERT SHILLER: NOBEL PRIZE WINNING ECONOMIST
Lazar: U.S. Comeback
LAZAR: U.S. COMEBACK
How many times have you heard that China is on its way to surpassing the United States as the main driver of world economic growth? This week’ s guest says not so fast – growth dynamics are changing and the widely forecast new world order is returning to the old world order. Top rated economist, Nancy Lazar explains why the U.S. has resumed its role as the driver of global economic growth and China is lagging.
PAY ATTENTION TO THE BUSINESS CLIMATE OF WHERE COMPANIES DO BUSINESS
PAY ATTENTION TO THE BUSINESS CLIMATE OF WHERE COMPANIES DO BUSINESS SOME QUALITIES JUDGED: Ease of starting a business Obtaining credit & construction permits Getting electricity Registering property Taxes Investor protections Contract enforcement U.S. RANKED NUMBER 4, CHINA RANKED NUMBER 96 Watch the related WEALTHTRACK episode.