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CHUCK'S GUESTS

  • Friday, Sep 20, 2024

    Scott Rosenthal

    portfolio manager, Hotchkis & Wiley Global Value

    Money Life Market Call

  • Thursday, Sep 19, 2024

    Mark Fleming

    chief economist, First American Financial Corp.

    The Big Interview

  • Thursday, Sep 19, 2024

    Dave Sekera

    chief U.S. market strategist, Morningstar

    Money Life Market Call

  • Thursday, Sep 19, 2024

    Mark Fleming

    chief economist, First American Financial Corp.

    The Big Interview

  • Thursday, Sep 19, 2024

    Dave Sekera

    chief U.S. market strategist, Morningstar

    Money Life Market Call

RECENT TICKERS

  • Wednesday, Sep 18, 2024

    Vince Lorusso

    chief executive officer/portfolio manager, Clough Capital

    Tickers Discussed: STRL, OSW; during "Quick and Dirty:" ARCO, CVEO, NU, D, TASK

  • Friday, Sep 13, 2024

    Jerry Parker

    chief executive officer, Chesapeake Capital Corp.

    Tickers Discussed: SMG; during "QuiCk and Dirty:" LNG, HAL, PSX, SCCO, CAG, FMC, DAC

  • Friday, Sep 13, 2024

    Mitchel Penn

    managing director of equity research, Oppenheimer & Co.

    Tickers Discussed: TSLX, ARCC, CCAP, OBDC, OBDE


CHUCK'S COLUMN


These financial pains are the set up for tomorrow's gains

Wednesday, May 25, 2022

Author’s note: This column was released in syndication on May 25, 2022. If you wanted to justify any investment moves your mind is contemplating right now, you had no problem finding confirmations and explanations for almost everything at last week’s Morningstar Investment Conference. Among the messages that might have sent your head spinning at the venerable investment forum, which has been bringing investment pros (and me too) to Chicago since the mid-1990s, were these chestnuts: “Buy only domestic companies.” “Focus entirely on mega-caps.” “Don’t play around with your portfolio right now; stand pat.” “Bond yields are...

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