As long-time readers well know, consistency and patience are hallmarks of Intelligence Report. Extended time frames that allow the power of compound interest to work its magic are key to every investment we make at Richard C. Young & Co., Ltd and recommend in Intelligence Report. We recognize that our ultra-conservative style is not every investor's cup of tea. Were that the case, there would be no demand for the wildly risky, high-fee (2-and-20) hedge funds I so deplore.
In the March issue of Intelligence Report, I show how you should strategically position yourself to follow me, which you'll want to do right away when you read about my favorite balanced fund, which has not had a double-digit down year in its four-and-a-half-decade history. I also take on and dispel the perception many people have of Sweden as a bureaucratic nightmare. That was reality in the '70s in Sweden, but today Sweden is one of the freest countries in the world—and one whose potential for currency appreciation could provide a major long-term tailwind to a fund I recommend this month. Finally, I am adding two new companies to my Retirement Compounders Master List. The first is one of the largest regional banks in the country, and the second has unrivaled brand value in enterprise information technology.You will want to initiate a position in the latter company before it completes its latest transformation. More >>
Each month, I provide you with an Economic Analysis supplement to the issue. This supplement provides you with a bird's eye view of the indicators that I monitor on a regular basis. The incisive, story-telling charts included in this supplement are updated every month and range from "The Leaders" to "World Currency Reserves/World Gold Reserves." There will always be great new material as well as timely reference dates, and my comments spell out the meaning of each chart for you. Download in pdf format.
February 27, 2017 China has gained massive market share in manufacturing over the last 15 years. Cheap labor and a managed currency helped China become the worldâ€™s go-to factory. But as the FT reports, China has now lost its edge in labor. Wages in China are now higher than they are in Brazil, Argentina, and Mexico. What happens […] More »
Dick Young grew up in Shaker Heights, Ohio, graduated from Babson College in Wellesley, Massachusetts, with a B.S. in investments, began his investment career in 1964 with Clayton Securities in Boston, and founded Young Research & Publishing, Inc. in 1978 to publish Young's World Money Forecast. More »
[Intelligence Report] has allowed me to find a dividend return, while also seeing the growth of companies invested in. Being over 70˝, I've had to withdraw a certain percentage each year from my rollover IRA…I've given most of these funds to various charities directly from the IRA, and still have seen my IRA gain year after year. I would recommend that others emulate the idea of giving direct from their IRA, and thus cut down on their taxable income by not having the IRA funds added to it, but going directly to a charity (check this part out with your CPA).
Dick's philosophy is, for the most part, the same as mine…I enjoy reading his ventures as well.
Lake San Marcos, CA