We characterized October as “nowhere to hide,” a quote from other portfolio managers. Smart investors are now looking for guidance for 2019. This week’s program delivers a fast paced tour of global financial markets as well as an in depth analysis of relative bargains and allocation strategies. Our NetWorth Radio Dallas Business Leadership Series continues with David A. Slater, M.D. …

What in the world is going on? This week’s powerful NetWorth Radio interview with Richard Herbert, CFA and Templeton Portfolio Manager takes a “Global Macro” view of the financial markets to prepare for 2019. This week’s program focuses on GOOD MATH for forward returns, BARGAINS, and, of course CASH FLOW strategies. Where do we go for 2019? We will cover …

The Federal Reserve has “reloaded” its cannon for the past 2 years. One would think that they hate it when assets appreciate including Stocks and Real Estate. To understand the perspective, if there is a systemic shock, the Federal Reserve can add accommodation to prevent a melt down. At 0% base overnight bank lending rate and near zero T-Bills, the Fed …

The October lows took the Dow total return for the year to near zero after falling below 25,000. The irony is that the Dow and S&P indexes recently hit a high with gains of about 10% for the year, when the Dow topped just below 27,000. This amounts to a classic bull market head fake: suck your money in and …

The October volatility has many investors re-evaluating forward strategy: How and when could the next bear cycle unfold? Am I prepared for the correction? What strategies have worked the best in retirement to survive and prevail through corrections? What strategies can outperform equity indexes going forward which strategies have outperformed equity indexes in the past? What are the mathematical flaws …

This week’s technology stock selling came fast and furious. In fact, last week’s program was titled “Are You Playing a Dangerous Game of Chicken?” This week’s correction in blue chip U.S. equity totaled about 6%, 1600 Dow points, at the lows. This week’s program will focus on possible outcomes and corresponding investment strategies. Risk control and a focus on long …

Patient investors have enjoyed a much deserved windfall over the past 10 years in both growth stocks and global high yield. The enthusiam with technology momentum has left tremendous bargains for investors with the wisdom to think long term. This week’s program highlights attractive investment categories with quantification of forward cash flows. Amazon actually led the way down in this …

The infatuation with technology momentum has left tremendous bargains for investors with the wisdom to think long term. This week’s program highlights attractive investment categories with quantification of forward cash flows.   Headline Round Up! 2018 Top Financial Headlines: *Oil Rally! How High is UP? West Texas Intermediate Crude Oil Spot Price (Approx. 12 Years) -Courtesy of Bloomberg *Consistent New …

Our NetWorth Radio Texas Business Leadership series continues with Recurrent Investment Advisors Brad Olsen, a Houston based energy infrastructure expert with deep insights based upon institutional research. Prior to co-founding Recurrent, Brad was most recently the lead MLP portfolio manager for BP Capital Fund Advisors (BPCFA). Under Brad’s leadership, MLP AUM more than doubled (excluding the impact of appreciation). From 2011 …

The Cryptocurrency Meltdown become official this when the index of 10 cryptocurrencies completed over an 80% decline in value exceeding the losses of the tech wreck that began in the year 2000: Dow Jones Industrial Average (Approx. 9 Months) -Courtesy of Bloomberg In fact, the overall loss of value, from the peak less than a year ago, totals over $600 …