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 nona

Part 1 of 2Warren Buffett, the Chairman of Berkshire Hathaway is considered to be one of the greatest investors of all time. He has become an American icon dispensing investment wisdom and commentary

If there is one adjective we have heard repeatedly in the last year and a half it is “unprecedented”. It has been applied to describe the amount of monetary and fiscal stimulus that’s been poured into

Part 2 of 2When legendary value investor Jeremy Grantham turned 80 he made two resolutions: “to be prepared to write a cheque up to the limits of your ability”, and to “say what you think you should s

We are celebrating the launch of WEALTHTRACK’s18th season on public television this week! We feel so fortunate to serve you. When WEALTHTRACK launched in July of 2005 our mission was to help our audie

For financial historians and serious market observers, the current era has all the signs of a developing market bubble.Money is abundant, a wide range of financial assets have risen to record or near-record levels,

The consensus for the economy is bullish. After a 6.4% annualized increase in real GDP, that’s without inflation, in the first quarter, recent forecasts are for 10% GDP growth in the second quarter, 7.5% in the 3rd, and 5% in the fourth.

Times they are a-changin’…With COVID vaccinations becoming widespread, savings rates high, and consumers ready to spend, the economy is reopening and rebounding with gusto. All of these developments are creating new opportunities and challenges for bon...

“Jack be nimble Jack be quick” isn’t a concept one usually associates with long term value investors but sometimes extraordinary times call for exceptional responses. The first quarter of 2020 was one such event for this week’s guest.Steven Romick,

There is a rule of thumb on Wall Street that when a fund knocks it out of the park in any given year or has an exceptional winning streak for a couple of years it is bound to fall to earth sooner rather than later and lag the market, its peers,