This is an excerpt from the February 2017 issue of Richard C. Young’s Intelligence Report, where Dick Young helps investors compound wealth with income generating strategies that seek to avoid risk. Dick uses his proven inference reading based investment strategy to recommend stocks, bonds, mutual funds, and exchange traded funds generating attractive shareholder returns. Richard C. Young’s Intelligence Report is designed for the discerning investor not the fad driven speculator. A Bull Market Made of Monetary Excess I've chronicled here and on my websites (www.youngresearch.com and … [Read more...]
China: A Pump & Dump On the Peasants
This is an excerpt from Young Research’s Global Investment Strategy (June 2015 issue), where we help investors compound wealth with investment strategies that span the global investment landscape. We cover the global stock and bond markets as well as currencies and commodities. Young Research’s Global Investment Strategy is designed for the investor who does not want his investment success bound by the opportunities of a single market. The Chinese market has recently entered the land of bubble conditions with vengeance. The Shanghai Composite index is up 152% over the last year, and the … [Read more...]
Winter Stage of the Business Cycle
This is an excerpt from the June 2015 issue of Richard C. Young’s Intelligence Report, where Dick Young helps investors compound wealth with income generating strategies that seek to avoid risk. Dick uses his proven inference reading based investment strategy to recommend stocks, bonds, mutual funds, and exchange traded funds generating attractive shareholder returns. Richard C. Young’s Intelligence Report is designed for the discerning investor not the fad driven speculator. Buy High, Sell Low The decided tendency of a vast majority of investors is to greatly understate sensitivity to … [Read more...]
The Happiest Countries in the World
This is an excerpt from the January 2015 issue of Richard C. Young’s Intelligence Report, where Dick Young helps investors compound wealth with income generating strategies that seek to avoid risk. Dick uses his proven inference reading based investment strategy to recommend stocks, bonds, mutual funds, and exchange traded funds generating attractive shareholder returns. Richard C. Young’s Intelligence Report is designed for the discerning investor not the fad driven speculator. There's something about the Scandinavian countries. Despite brutal cold and scarce sunshine, the countries at … [Read more...]
Global Currency Wars
This is an excerpt from Young Research’s Global Investment Strategy (December 2014 issue), where we help investors compound wealth with investment strategies that span the global investment landscape. We cover the global stock and bond markets as well as currencies and commodities. Young Research's Global Investment Strategy is designed for the investor who does not want his investment success bound by the opportunities of a single market. The currency wars that the world's major economic powers are engaged in are not being fought with the same tactics as previous currency wars. There are no … [Read more...]
The Dow’s Dismal Performance
This is an excerpt from the August 2014 issue of Richard C. Young’s Intelligence Report, where Dick Young helps investors compound wealth with income generating strategies that seek to avoid risk. Dick uses his proven inference reading based investment strategy to recommend stocks, bonds, mutual funds, and exchange traded funds generating attractive shareholder returns. Richard C. Young’s Intelligence Report is designed for the discerning investor not the fad driven speculator. Since September 20 of last year, the S&P 500 is up 15.5% and the Dow is up 10%. Historically, the 30-component … [Read more...]
The Calm Before the Storm
You don't have to be able to predict the future to be a successful investor. But being armed with battle hardened advice can certainly help you become one. From Richard C. Young's Intelligence Report, July 2007 (subscription required): Your Portfolio Mix At the start, retired investors and investors saving seriously for retirement (76 million boomers will begin retiring next summer) must answer two basic questions: (1) What is the proper mix of stocks and bonds? (2) How much money can be drawn annually from an investment portfolio? I have used Ibbotson data and examined 20-year rolling … [Read more...]
Young Research’s Retirement Compounders Continue 10-Year Run
Young Research’s dividend-centric Retirement Compounders continue their upward trajectory. How have trillion-dollar budget deficits year after year been funded? By blowing up America’s debt level and simply printing money to fund deficits. And the stock market has advanced into a new bubble phase. In this brutal environment, Young Research’s Retirement Compounders (RCs), on a risk-adjusted basis, have outrun each of the 10 biggest equity mutual funds representing four enormous fund families: American, Dodge & Cox, Vanguard and Fidelity. My 10-year bar chart [below] shows the … [Read more...]
Losing Your Livelihood
This is an excerpt from Young Research’s Global Investment Strategy, where we help investors compound wealth with investment strategies that span the global investment landscape. We cover the global stock and bond markets as well as currencies and commodities. Young Research's Global Investment Strategy is designed for the investor who does not want his investment success bound by the opportunities of a single market. How would you react if your life savings, the source of your livelihood in retirement, was cut in half? Would you have the nerve to ride out the storm in hopes of making your … [Read more...]
A 50% Loss
Most investors have forgotten what 2008 felt like. The numbers were not pretty, especially for those who took a 50% loss. Dick Young explains in his March 2014 Intelligence Report. It's impossible to have it all ways. In order to craft an investment portfolio that can act as an all-weather armadillo, you must be willing to forgo potentially substantial upside rewards to balance against the horror of a downside wipeout. If you are retired or saving for retirement in the not-too-distant future, you can easily get a knot in your stomach when you look at the basic math of downside portfolio … [Read more...]