Only Trump Saw the Risk in America's Relationship with China You’ve known for some time now that for many Americans today the “American Dream” is simply that, a dream. You’ve instinctively known this. It was in your gut. If you haven’t, hopefully you’ll seek out the peace of mind and safety you deserve when the coast is clear. That may be a while. You know I’ve been a big supporter of the message Tucker Carlson’s been making on his show each night, that we need an American Dream (my words) that is open to Americans. When I was in college, globalism dominated discussions about the … [Read more...]
Coronavirus Infects Stock Market: Part XXI
How are you holding up? Other than the fact that today feels like yesterday, you’re telling me you’re OK. If you had a well-diversified, balanced investment plan—your retirement plan is still intact. Retirement planning isn’t fun. It’s not supposed to be fun. But, putting the fun aside, aren’t you glad you spent time thinking about your retirement many years ago? Whether through our conversations or Richard C. Young’s Intelligence Report, you began understanding the importance of a well thought out strategy. Based on the performance numbers for balanced portfolios, you’ve been able to … [Read more...]
Trump Resolutely Fights Two Pandemics: Health and Economy
President Trump is fighting hard for America on two fronts, both against the health pandemic of COVID-19, and against the economic pandemic following in its wake. Donald Devine explains at The American Spectator, writing: The only possible solution is President Trump’s insight that there are two pandemics, one for health and another for the economy, and that “we can do both.” In a recent two-hour press conference, in which he answered every question from the media, the president was repeatedly asked if he would promise to obtain the approval of National Institutes of Health infectious … [Read more...]
Coronavirus Infects Stock Market: Part XX
Yesterday we entered a bull market with the Dow advancing 20% from it’s most recent low. Big deal. We are certainly seeing price discrepancies, especially in the fixed income market and have tied down some attractive yields for potentially years to come. The key to investing in markets like these is to stay focused, be patient, and always be ready to make a move when the research begins to show some real values. I have no interest in worrying if the coast is clear. That’s not investing. But seeking values certainly is. You have spoken and I have listened. Here’s what you told … [Read more...]
Coronavirus Infects Stock Market: Part XIX
You have spoken and I have listened. Here’s what you told me: How much you miss Richard C. Young’s Intelligence Report, especially if you’re not a client. I’m not saying that to rub anything in, this is not the reason for writing this. I just want you to know that you’re not alone and your words are not forgotten. This is my message to you today from one client: “E.J., times like these are why I’m with you guys. I’m good. Thanks for the call.” Originally posted on Your Survival Guy. … [Read more...]
Coronavirus Infects Stock Market: Part XVIII
Before you hear about my conversations with successful Americans like yourself, let's take a quick step back and look at where the market has been over the last 20-years and consider that if you're receiving dividends they help you dollar cost average through thick and thin. Every day during this crisis, I'm hearing about what you're doing to survive and thrive, and thanks to you, I've gained some valuable on the ground intelligence. Here's an email I received after a relaxed morning call with a client who is certainly prepared to live off the grid: One thing I didn't mention... It … [Read more...]
Coronavirus Infects Stock Market: Part XVII
“Don’t let the cure be worse than the problem,” a thoughtful, and weary President Trump explained last night to America in a tone that was right on the money for the situation at hand. President Trump explained how we all need to do our part and that America was not built to be shut down and out of business. We need to flatten this curve and be open for business (my emphasis) because that’s what America does best. Let’s lead by example. Now that America is in day nine of self-isolation we’ve learned quite a bit about our politicians and how many are looking at this as an … [Read more...]
RIP Kenny Rogers
Long-time friend Bob Morrison wrote the Grammy-winning Kenny Rogers song “You Decorated My Life.” He was ASCAP’s Country Songwriter of the Year in 1978, 1980, 1981, and 1982, and inducted into the Nashville Songwriters Hall of Fame in 2016. Here’s an email exchange on the passing of Kenny Rogers. EJ It was great to hear from you. I hope you and yours are doing ok under the circumstances. Kenny was a genius at changing with the times musically. He had a very long career. Longer than most. And living 81 years with the wear and tear of the music business and the road is pretty damn good. I’m … [Read more...]
Coronavirus Infects Stock Market: Part XVI
When it feels like things are changing by the hour, a week feels like a year, and three weeks a lifetime. That’s how I feel this morning as I write to you from Newport, having scrambled home Monday, cutting short our ski vacation in Telluride, CO. Last Friday, at this time, we were waking up to a few inches of wet snow and windy conditions. We skied in what felt like a snow globe being shaken madly by a five-year-old. Visibility was nil. It snowed most of the night, and on Saturday (the mountain having been resurfaced with seven inches of light powder) we cut fresh tracks all morning … [Read more...]
Coronavirus Infects Stock Market: Part XV
You’ll recall it wasn’t too long ago that investing legends Warren Buffett, Jack Bogle, and my father in law Dick Young were calling for a prolonged period of reduced returns. Not only for the stock market but for bonds, as Dick Young’s North Star was scraping the bottom of the charts as if it had fallen out of the sky. At the time, Dick Young wasn’t predicting a pandemic like the coronavirus, he was simply studying what was in front of him just like he does today, and concluding that it looked pretty darn ugly. You see, when the risk-free rate of return costs you money (after … [Read more...]
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