Month: January 2020

A Note From Marc Lichtenfeld: Today, Wealthy Retirement is excited to welcome Rob Morgan, our new Bond Strategist.
Rob is an accomplished bond fund and portfolio manager who comes to The Oxford Club from Lancaster County, Pennsylvania.
He’s also an experienced analyst, appearing in more than 700 television segments commenting on the economy and markets.
Rob will also be joining us in The Oxford Income Letter, where he’ll manage the Blue Chip Bond Portfolio, and in Oxford Bond Advantage.
Below, Rob will share how his background prepared him to take on everything from undersea nuclear reactors to a $3.5 billion portfolio. You’re in excellent …read more […]

It is already common knowledge that individual investors do not usually have the necessary resources and abilities to properly research an investment opportunity. As a result, most investors pick their illusory “winners” by making a superficial analysis and research that leads to poor performance on aggregate. Since stock returns aren’t usually symmetrically distributed and index […] …read more […]

Hedge funds are known to underperform the bull markets but that’s not because they are bad at investing. Truth be told, most hedge fund managers and other smaller players within this industry are very smart and skilled investors. Of course, they may also make wrong bets in some instances, but no one knows what the […] …read more […]

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2018’s fourth quarter was a rough one for investors and many hedge funds, which were naturally unable to overcome the big dip in the broad market, as the S&P 500 fell by about 4.8% during 2018 and average hedge fund losing about 1%. The Russell 2000, composed of smaller companies, performed even worse, trailing the […] …read more […]

We are still in an overall bull market and many stocks that smart money investors were piling into surged in 2019. Among them, Facebook and Microsoft ranked among the top 3 picks and these stocks gained more than 57% each. Hedge funds’ top 3 stock picks returned 45.7% last year and beat the S&P 500 […] …read more […]

I can’t remember how many times members played General Electric (NYSE: GE) in The War Room. It must have been at least three or four times in just the past couple of months. And each time it’s produced a winner. Playing General Electric has brought nothing less than double-digit gains and, in one case, triple-digit gains for War Room members.
Before I go much further, I want you to note something…
You’ll see plays on the same company frequently in The War Room. That’s because we follow the trading patterns of certain stocks. In the case of General Electric, I have noted …read more […]

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Big bank earnings season is right around the corner, and Bank of America has adjusted its coverage of the group, including naming its top stock pick of the decade. The Analysts Analyst Michael Carrier … …read more […]

Markets could be jolted off their current path by one or more shocks, according to Mohamed El-Erian. …read more […]